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 | $8,357,472 | -4.1% | 115,467 | -1.5% | 2.33% | -2.7% |
Q2 2023 | $8,710,330 | +1.1% | 117,185 | -1.1% | 2.39% | -5.6% |
Q1 2023 | $8,615,949 | -1.5% | 118,449 | -2.4% | 2.53% | -19.8% |
Q4 2022 | $8,748,471 | +7.7% | 121,338 | -1.3% | 3.16% | -2.8% |
Q3 2022 | $8,124,000 | -10.1% | 122,909 | -4.5% | 3.25% | -7.3% |
Q2 2022 | $9,034,000 | -11.3% | 128,676 | -2.0% | 3.51% | -6.3% |
Q1 2022 | $10,185,000 | +0.5% | 131,298 | -1.5% | 3.74% | -1.8% |
Q4 2021 | $10,139,000 | -0.4% | 133,337 | -3.7% | 3.81% | -5.2% |
Q3 2021 | $10,182,000 | +8.5% | 138,524 | +8.6% | 4.02% | -7.0% |
Q2 2021 | $9,387,000 | +6.3% | 127,525 | -0.1% | 4.32% | +0.6% |
Q1 2021 | $8,834,000 | -6.2% | 127,683 | -8.4% | 4.29% | -17.4% |
Q4 2020 | $9,422,000 | +2.3% | 139,375 | -3.6% | 5.20% | -11.5% |
Q3 2020 | $9,214,000 | +2.7% | 144,583 | -2.3% | 5.87% | -16.4% |
Q2 2020 | $8,974,000 | +13.7% | 148,010 | +1.3% | 7.03% | -13.0% |
Q1 2020 | $7,891,000 | -21.6% | 146,102 | -1.8% | 8.07% | +12.8% |
Q4 2019 | $10,061,000 | +8.6% | 148,787 | +2.9% | 7.16% | -0.6% |
Q3 2019 | $9,267,000 | +5.0% | 144,577 | +1.1% | 7.20% | +1.5% |
Q2 2019 | $8,828,000 | +3.8% | 143,006 | -1.2% | 7.10% | +3.1% |
Q1 2019 | $8,508,000 | +16.8% | 144,692 | +4.1% | 6.89% | -18.8% |
Q4 2018 | $7,286,000 | – | 139,048 | – | 8.48% | – |
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% |