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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $368,000 | -94.9% | 5,427 | -95.2% | 0.59% | -94.2% |
| Q3 2020 | $7,155,000 | -17.9% | 112,271 | -21.9% | 10.22% | -7.1% |
| Q2 2020 | $8,712,000 | +56.6% | 143,685 | +39.5% | 11.00% | +47.4% |
| Q1 2020 | $5,563,000 | -22.9% | 102,999 | -6.3% | 7.46% | +21.6% |
| Q4 2019 | $7,214,000 | +0.7% | 109,962 | -1.7% | 6.14% | -17.6% |
| Q3 2019 | $7,167,000 | +4.5% | 111,812 | +0.7% | 7.45% | +21.8% |
| Q2 2019 | $6,856,000 | +1.1% | 111,060 | -3.7% | 6.11% | -10.8% |
| Q1 2019 | $6,782,000 | – | 115,344 | – | 6.85% | – |
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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% |