ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,985 | -3.1% | 151,766 | -0.4% | 3.86% | -1.2% |
| Q2 2023 | $11,332 | +1.7% | 152,450 | -0.5% | 3.91% | -2.3% |
| Q1 2023 | $11,140 | -0.8% | 153,151 | -1.6% | 4.00% | -6.3% |
| Q4 2022 | $11,225 | -99.9% | 155,693 | -0.5% | 4.27% | -0.4% |
| Q3 2022 | $10,345,000 | -7.1% | 156,504 | -1.4% | 4.28% | -2.7% |
| Q2 2022 | $11,139,000 | -9.2% | 158,649 | +0.4% | 4.40% | +5.7% |
| Q1 2022 | $12,263,000 | -4.8% | 158,092 | -0.7% | 4.16% | -2.8% |
| Q4 2021 | $12,875,000 | +8.3% | 159,141 | -1.6% | 4.28% | +3.1% |
| Q3 2021 | $11,888,000 | -1.3% | 161,738 | -1.2% | 4.16% | +0.1% |
| Q2 2021 | $12,046,000 | +5.3% | 163,652 | -1.1% | 4.15% | -2.3% |
| Q1 2021 | $11,444,000 | +5.3% | 165,396 | +3.3% | 4.25% | -3.5% |
| Q4 2020 | $10,872,000 | +11.8% | 160,168 | +5.0% | 4.40% | -1.6% |
| Q3 2020 | $9,721,000 | +2.2% | 152,541 | -2.8% | 4.47% | -4.8% |
| Q2 2020 | $9,516,000 | +17.1% | 156,945 | +4.3% | 4.70% | +0.9% |
| Q1 2020 | $8,126,000 | +247.9% | 150,452 | +322.4% | 4.66% | +386.6% |
| Q4 2019 | $2,336,000 | – | 35,617 | – | 0.96% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 1,466,931 | $86,256,000 | 55.63% |
| Tolleson Wealth Management, Inc. | 1,110,531 | $65,299,000 | 45.18% |
| Legacy Financial Advisors, Inc. | 1,817,291 | $106,857,000 | 36.20% |
| DOW CHEMICAL CO /DE/ | 4,027,402 | $236,811,000 | 35.76% |
| Personal Wealth Partners | 838,599 | $51,881,000 | 27.56% |
| Lee Financial Group Hawaii, Inc. | 494,217 | $29,060,000 | 27.05% |
| Financial Advisors, LLC | 612,063 | $35,989,000 | 24.58% |
| ARS Wealth Advisors, LLC | 1,023,883 | $60,204,000 | 19.23% |
| VisionPoint Advisory Group, LLC | 1,160,256 | $68,223,000 | 19.17% |
| Mascoma Wealth Management LLC | 438,092 | $25,760,000 | 17.28% |