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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $215,000 | -4.0% | 2,775 | 0.0% | 0.07% | +1.4% |
| Q4 2021 | $224,000 | +6.7% | 2,775 | -3.0% | 0.07% | -3.9% |
| Q3 2021 | $210,000 | +0.5% | 2,861 | +0.5% | 0.08% | 0.0% |
| Q2 2021 | $209,000 | +1.5% | 2,846 | -4.7% | 0.08% | -5.0% |
| Q1 2021 | $206,000 | -0.5% | 2,986 | -2.2% | 0.08% | -5.9% |
| Q4 2020 | $207,000 | -1.0% | 3,053 | -21.4% | 0.08% | -25.4% |
| Q1 2020 | $209,000 | -5.0% | 3,882 | +15.3% | 0.11% | +31.0% |
| Q4 2019 | $220,000 | +2.3% | 3,366 | 0.0% | 0.09% | -7.4% |
| Q3 2019 | $215,000 | +4.9% | 3,366 | +1.2% | 0.09% | +3.3% |
| Q2 2019 | $205,000 | -20.5% | 3,326 | -32.5% | 0.09% | -28.3% |
| Q4 2018 | $258,000 | – | 4,926 | – | 0.13% | – |
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% |