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 | $802,514 | -2.8% | 11,109 | 0.0% | 0.11% | -2.7% |
Q2 2023 | $825,732 | +2.2% | 11,109 | 0.0% | 0.11% | -10.4% |
Q1 2023 | $808,069 | +0.9% | 11,109 | 0.0% | 0.12% | +1.6% |
Q4 2022 | $800,959 | +2.7% | 11,109 | -5.8% | 0.12% | -5.4% |
Q3 2022 | $780,000 | -13.2% | 11,799 | -7.8% | 0.13% | -5.1% |
Q2 2022 | $899,000 | -19.6% | 12,799 | -11.2% | 0.14% | -12.2% |
Q1 2022 | $1,118,000 | -9.2% | 14,411 | -5.3% | 0.16% | -10.9% |
Q4 2021 | $1,231,000 | -6.5% | 15,211 | -15.1% | 0.18% | -15.9% |
Q3 2021 | $1,316,000 | -2.3% | 17,911 | -2.1% | 0.21% | -3.7% |
Q2 2021 | $1,347,000 | +3.5% | 18,298 | -2.7% | 0.22% | -3.1% |
Q1 2021 | $1,301,000 | +2.0% | 18,798 | 0.0% | 0.22% | -6.3% |
Q4 2020 | $1,276,000 | +6.9% | 18,798 | +0.3% | 0.24% | -9.8% |
Q3 2020 | $1,194,000 | +5.9% | 18,733 | +0.7% | 0.26% | 0.0% |
Q2 2020 | $1,128,000 | +12.4% | 18,598 | 0.0% | 0.26% | -2.6% |
Q1 2020 | $1,004,000 | -17.7% | 18,598 | 0.0% | 0.27% | +5.9% |
Q4 2019 | $1,220,000 | -34.0% | 18,598 | -35.7% | 0.26% | -37.3% |
Q3 2019 | $1,849,000 | -26.9% | 28,914 | -29.4% | 0.41% | -31.1% |
Q2 2019 | $2,530,000 | -7.8% | 40,982 | -12.1% | 0.59% | -12.8% |
Q1 2019 | $2,743,000 | +95.5% | 46,642 | +74.2% | 0.68% | +64.8% |
Q4 2018 | $1,403,000 | – | 26,773 | – | 0.41% | – |
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% |