ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,115 | -2.6% | 4,119 | 0.0% | 0.12% | 0.0% |
| Q2 2023 | $306,147 | +2.2% | 4,119 | 0.0% | 0.12% | -4.1% |
| Q1 2023 | $299,598 | -84.9% | 4,119 | -85.0% | 0.12% | -87.4% |
| Q4 2022 | $1,985,239 | -14.7% | 27,535 | -21.8% | 0.98% | -15.2% |
| Q3 2022 | $2,326,000 | -7.3% | 35,196 | -1.5% | 1.16% | +0.6% |
| Q2 2022 | $2,509,000 | -10.1% | 35,734 | -0.7% | 1.15% | +1.8% |
| Q1 2022 | $2,791,000 | -4.6% | 35,981 | -0.5% | 1.13% | -4.5% |
| Q4 2021 | $2,926,000 | +9.9% | 36,167 | -0.2% | 1.18% | -0.2% |
| Q3 2021 | $2,663,000 | -0.1% | 36,236 | 0.0% | 1.18% | -1.5% |
| Q2 2021 | $2,667,000 | +5.7% | 36,236 | -0.6% | 1.20% | -4.2% |
| Q1 2021 | $2,523,000 | +2.0% | 36,463 | +0.0% | 1.26% | -5.5% |
| Q4 2020 | $2,474,000 | -50.5% | 36,447 | -53.5% | 1.33% | -57.3% |
| Q3 2020 | $4,997,000 | +6.8% | 78,404 | +1.6% | 3.11% | -1.5% |
| Q2 2020 | $4,677,000 | +12.4% | 77,144 | +0.1% | 3.15% | +12.2% |
| Q1 2020 | $4,160,000 | – | 77,030 | – | 2.81% | – |
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% |