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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $461 | -55.5% | 6,203 | -56.4% | 0.08% | -59.2% |
| Q1 2023 | $1,035 | -23.2% | 14,228 | -23.9% | 0.19% | -29.3% |
| Q4 2022 | $1,348 | -99.9% | 18,703 | -15.2% | 0.27% | -12.9% |
| Q3 2022 | $1,457,000 | -12.3% | 22,046 | -6.8% | 0.31% | +3.3% |
| Q2 2022 | $1,661,000 | -22.2% | 23,661 | -14.1% | 0.30% | -11.2% |
| Q1 2022 | $2,136,000 | -12.0% | 27,535 | -8.2% | 0.34% | +0.3% |
| Q4 2021 | $2,426,000 | +14.0% | 29,990 | +3.6% | 0.34% | +3.7% |
| Q3 2021 | $2,128,000 | -10.2% | 28,950 | -10.0% | 0.32% | -23.5% |
| Q2 2021 | $2,369,000 | -16.1% | 32,180 | -21.1% | 0.42% | -7.2% |
| Q1 2021 | $2,824,000 | -38.1% | 40,808 | -39.3% | 0.46% | -39.5% |
| Q4 2020 | $4,563,000 | +6.3% | 67,215 | -0.2% | 0.76% | -5.3% |
| Q3 2020 | $4,292,000 | +2.4% | 67,345 | -2.6% | 0.80% | -11.5% |
| Q2 2020 | $4,191,000 | +13.9% | 69,120 | +1.5% | 0.90% | -4.3% |
| Q1 2020 | $3,679,000 | -15.9% | 68,114 | +2.2% | 0.94% | +14.4% |
| Q4 2019 | $4,372,000 | +23.9% | 66,641 | +21.1% | 0.82% | +5.5% |
| Q3 2019 | $3,529,000 | +120.4% | 55,047 | +112.2% | 0.78% | +25.1% |
| Q2 2019 | $1,601,000 | – | 25,935 | – | 0.62% | – |
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% |