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 | $3,264,000 | +19.5% | 40,341 | +8.6% | 0.85% | +12.3% |
| Q3 2021 | $2,731,000 | +6.7% | 37,157 | +6.8% | 0.76% | +2.3% |
| Q2 2021 | $2,560,000 | +11.1% | 34,782 | +4.4% | 0.74% | +11.0% |
| Q1 2021 | $2,304,000 | -4.1% | 33,302 | -5.9% | 0.67% | -17.1% |
| Q4 2020 | $2,403,000 | +14.7% | 35,399 | +7.7% | 0.80% | +2.3% |
| Q3 2020 | $2,095,000 | +11.3% | 32,875 | +5.9% | 0.78% | +0.9% |
| Q2 2020 | $1,882,000 | -6.5% | 31,038 | -16.7% | 0.78% | -23.7% |
| Q1 2020 | $2,012,000 | -24.5% | 37,250 | -8.3% | 1.02% | -4.9% |
| Q4 2019 | $2,665,000 | +3.4% | 40,632 | +1.1% | 1.07% | +0.9% |
| Q3 2019 | $2,577,000 | +47.3% | 40,196 | +41.8% | 1.06% | +45.0% |
| Q2 2019 | $1,750,000 | +110.1% | 28,351 | +100.0% | 0.73% | +118.2% |
| Q1 2019 | $833,000 | +340.7% | 14,174 | +293.4% | 0.34% | +330.8% |
| Q4 2018 | $189,000 | -8.7% | 3,603 | -2.8% | 0.08% | -8.2% |
| Q3 2018 | $207,000 | – | 3,706 | – | 0.08% | – |
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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% |