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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $889,000 | -10.1% | 12,660 | -0.7% | 0.37% | +10.8% |
| Q1 2022 | $989,000 | -9.8% | 12,747 | -5.9% | 0.33% | -1.5% |
| Q4 2021 | $1,096,000 | +10.0% | 13,552 | 0.0% | 0.34% | +0.6% |
| Q3 2021 | $996,000 | -82.3% | 13,552 | -81.8% | 0.34% | -80.2% |
| Q2 2021 | $5,612,000 | -30.9% | 74,592 | -36.4% | 1.70% | -37.7% |
| Q1 2021 | $8,119,000 | -99.9% | 117,347 | -11.2% | 2.72% | -18.2% |
| Q4 2020 | $8,975,093,000 | +104443.9% | 132,220 | -1.8% | 3.33% | -13.1% |
| Q3 2020 | $8,585,000 | +5.1% | 134,710 | 0.0% | 3.83% | -9.7% |
| Q2 2020 | $8,167,000 | +12.3% | 134,710 | 0.0% | 4.24% | -3.9% |
| Q1 2020 | $7,275,000 | -18.3% | 134,710 | -0.7% | 4.42% | -5.4% |
| Q4 2019 | $8,903,000 | +1.0% | 135,714 | -1.3% | 4.67% | -8.5% |
| Q3 2019 | $8,817,000 | +4.7% | 137,549 | +0.8% | 5.10% | +7.9% |
| Q2 2019 | $8,419,000 | +7.2% | 136,392 | +2.1% | 4.73% | +0.8% |
| Q1 2019 | $7,855,000 | +13.1% | 133,589 | +0.8% | 4.69% | +7.0% |
| Q4 2018 | $6,945,000 | – | 132,534 | – | 4.38% | – |
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% |