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 2023 | $244,471 | -68.5% | 3,289 | -69.2% | 0.03% | -71.1% |
| Q1 2023 | $775,699 | +72.4% | 10,664 | +70.8% | 0.09% | +36.4% |
| Q4 2022 | $450,048 | -11.9% | 6,242 | -19.2% | 0.07% | +29.4% |
| Q3 2022 | $510,689 | -30.6% | 7,726 | -22.8% | 0.05% | -61.9% |
| Q3 2021 | $736,000 | -24.1% | 10,009 | -28.5% | 0.13% | -48.5% |
| Q1 2021 | $970,000 | – | 13,998 | – | 0.26% | – |
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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% |