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 | $15,015,593 | -2.6% | 207,455 | 0.0% | 1.93% | +0.9% |
| Q2 2023 | $15,420,130 | +2.2% | 207,455 | 0.0% | 1.92% | +2.2% |
| Q1 2023 | $15,090,277 | +0.9% | 207,455 | 0.0% | 1.87% | -2.3% |
| Q4 2022 | $14,957,506 | +9.1% | 207,455 | 0.0% | 1.92% | +0.2% |
| Q3 2022 | $13,713,000 | -5.8% | 207,455 | 0.0% | 1.92% | +18.1% |
| Q2 2022 | $14,565,000 | -9.5% | 207,455 | 0.0% | 1.62% | +5.5% |
| Q1 2022 | $16,092,000 | -4.1% | 207,455 | 0.0% | 1.54% | +2.3% |
| Q4 2021 | $16,783,000 | +10.1% | 207,455 | 0.0% | 1.50% | +4.4% |
| Q3 2021 | $15,248,000 | -0.2% | 207,455 | 0.0% | 1.44% | -57.9% |
| Q2 2021 | $15,271,000 | +6.4% | 207,455 | 0.0% | 3.42% | -27.4% |
| Q1 2021 | $14,354,000 | +1.9% | 207,455 | 0.0% | 4.71% | -2.8% |
| Q4 2020 | $14,082,000 | +6.5% | 207,455 | 0.0% | 4.84% | -14.7% |
| Q3 2020 | $13,221,000 | +5.1% | 207,455 | 0.0% | 5.68% | +50.1% |
| Q2 2020 | $12,578,000 | +12.0% | 207,455 | -0.2% | 3.78% | +14.9% |
| Q1 2020 | $11,230,000 | -17.5% | 207,916 | +0.2% | 3.29% | -8.5% |
| Q4 2019 | $13,609,000 | +2.3% | 207,455 | 0.0% | 3.60% | -10.2% |
| Q3 2019 | $13,298,000 | – | 207,455 | – | 4.01% | – |
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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% |