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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,025,910 | -3.6% | 27,990 | -1.0% | 0.19% | +5.1% |
| Q2 2023 | $2,101,103 | +3.2% | 28,267 | +1.0% | 0.18% | -1.1% |
| Q1 2023 | $2,036,191 | +0.1% | 27,993 | +0.1% | 0.18% | +1.1% |
| Q4 2022 | $2,033,725 | +9.4% | 27,974 | -0.6% | 0.18% | -7.8% |
| Q3 2022 | $1,859,000 | -3.1% | 28,133 | +2.9% | 0.19% | +2.7% |
| Q2 2022 | $1,919,000 | -4.4% | 27,343 | +5.7% | 0.19% | +7.5% |
| Q1 2022 | $2,007,000 | -0.6% | 25,876 | +3.6% | 0.17% | +1.8% |
| Q4 2021 | $2,020,000 | +15.7% | 24,976 | +5.1% | 0.17% | +8.2% |
| Q3 2021 | $1,746,000 | +2.8% | 23,759 | +3.0% | 0.16% | +0.6% |
| Q2 2021 | $1,698,000 | +11.2% | 23,070 | +4.5% | 0.16% | +4.0% |
| Q1 2021 | $1,527,000 | -15.1% | 22,070 | -16.7% | 0.15% | -44.5% |
| Q4 2020 | $1,799,000 | -7.2% | 26,507 | -12.9% | 0.27% | +17.7% |
| Q3 2020 | $1,939,000 | -99.9% | 30,432 | +4.3% | 0.23% | +3.1% |
| Q2 2020 | $1,769,736,000 | +114520.2% | 29,189 | +2.1% | 0.22% | -4.7% |
| Q1 2020 | $1,544,000 | -11.7% | 28,600 | +7.3% | 0.24% | +4.0% |
| Q4 2019 | $1,749,000 | +6.2% | 26,666 | +3.1% | 0.23% | -0.9% |
| Q3 2019 | $1,647,000 | +14.0% | 25,865 | +10.5% | 0.23% | +12.9% |
| Q2 2019 | $1,445,000 | +28.7% | 23,416 | +22.6% | 0.20% | +22.4% |
| Q1 2019 | $1,123,000 | – | 19,105 | – | 0.16% | – |
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% |