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 2021 | $2,848,000 | +935.6% | 35,208 | +839.4% | 0.48% | +831.4% |
| Q3 2021 | $275,000 | -4.5% | 3,748 | -4.1% | 0.05% | -3.8% |
| Q2 2021 | $288,000 | -80.5% | 3,907 | -81.7% | 0.05% | -83.4% |
| Q1 2021 | $1,480,000 | -4.1% | 21,392 | -5.9% | 0.32% | -24.2% |
| Q4 2020 | $1,544,000 | +515.1% | 22,744 | +477.1% | 0.42% | +478.1% |
| Q3 2020 | $251,000 | -89.2% | 3,941 | -26.8% | 0.07% | -97.1% |
| Q4 2018 | $2,317,000 | – | 5,386 | – | 2.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 2,011,232 | $128,920,000 | 77.48% |
| Shelter Ins Retirement Plan | 1,717,600 | $110,098,000 | 56.20% |
| Legacy Financial Advisors, Inc. | 1,897,861 | $121,653,000 | 40.44% |
| Tolleson Wealth Management, Inc. | 1,034,068 | $66,284,000 | 36.12% |
| DOW CHEMICAL CO /DE/ | 2,024,319 | $129,759,000 | 28.94% |
| Financial Advisors, LLC | 697,153 | $44,688,000 | 27.39% |
| VisionPoint Advisory Group, LLC | 1,393,849 | $89,248,000 | 24.46% |
| Personal Wealth Partners | 732,333 | $46,943,000 | 21.67% |
| ARS Wealth Advisors, LLC | 1,038,753 | $66,584,000 | 21.17% |
| Sharkey, Howes & Javer | 704,274 | $45,144,000 | 19.46% |