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 2023 | $12,511 | -96.2% | 172 | -95.8% | 0.01% | -95.7% |
| Q4 2021 | $332,000 | -4.6% | 4,100 | -13.4% | 0.12% | -15.8% |
| Q3 2021 | $348,000 | -0.3% | 4,737 | 0.0% | 0.14% | -12.6% |
| Q2 2021 | $349,000 | +6.4% | 4,737 | 0.0% | 0.16% | 0.0% |
| Q1 2021 | $328,000 | +1.9% | 4,737 | 0.0% | 0.16% | -19.7% |
| Q4 2020 | $322,000 | +9.5% | 4,737 | +2.7% | 0.20% | -4.3% |
| Q3 2020 | $294,000 | +5.0% | 4,612 | 0.0% | 0.21% | -0.5% |
| Q2 2020 | $280,000 | +197.9% | 4,612 | +165.2% | 0.21% | +160.0% |
| Q1 2020 | $94,000 | -17.5% | 1,739 | 0.0% | 0.08% | +1.3% |
| Q4 2019 | $114,000 | +159.1% | 1,739 | +88.0% | 0.08% | +154.8% |
| Q1 2017 | $44,000 | – | 925 | – | 0.03% | – |
Download | ||||||
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% |