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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,502,000 | -27.7% | 70,928 | -24.6% | 1.08% | -17.6% |
| Q4 2021 | $7,608,000 | +10.1% | 94,036 | +0.1% | 1.31% | -12.8% |
| Q3 2021 | $6,908,000 | +3.3% | 93,987 | +3.4% | 1.50% | +1.8% |
| Q2 2021 | $6,688,000 | +893.8% | 90,853 | +833.9% | 1.48% | +564.4% |
| Q1 2021 | $673,000 | -30.8% | 9,728 | -32.1% | 0.22% | -21.3% |
| Q4 2020 | $973,000 | +17.7% | 14,333 | +10.4% | 0.28% | +2.2% |
| Q3 2020 | $827,000 | -76.4% | 12,977 | -76.4% | 0.28% | -69.3% |
| Q2 2020 | $3,508,000 | +309.8% | 55,099 | +247.5% | 0.90% | +138.7% |
| Q1 2020 | $856,000 | -46.4% | 15,857 | -36.3% | 0.38% | -28.5% |
| Q3 2019 | $1,596,000 | +0.4% | 24,895 | -3.4% | 0.53% | +4.6% |
| Q2 2019 | $1,590,000 | -26.0% | 25,762 | -29.5% | 0.50% | -29.8% |
| Q1 2019 | $2,148,000 | – | 36,532 | – | 0.72% | – |
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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% |