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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $12,137,000 | +11.2% | 150,025 | +1.1% | 8.43% | +10.0% |
| Q3 2021 | $10,911,000 | +5.9% | 148,452 | +6.1% | 7.66% | +5.1% |
| Q2 2021 | $10,302,000 | +10.3% | 139,949 | +3.6% | 7.29% | +2.0% |
| Q1 2021 | $9,343,000 | +5.2% | 135,028 | +3.2% | 7.14% | -9.7% |
| Q4 2020 | $8,883,000 | +7.7% | 130,869 | +1.1% | 7.91% | -5.3% |
| Q3 2020 | $8,251,000 | +8.1% | 129,472 | +2.8% | 8.36% | -0.0% |
| Q2 2020 | $7,634,000 | -12.5% | 125,912 | -22.0% | 8.36% | -21.5% |
| Q1 2020 | $8,720,000 | -15.7% | 161,452 | +2.4% | 10.65% | -0.8% |
| Q4 2019 | $10,346,000 | – | 157,720 | – | 10.73% | – |
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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% |