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 2021 | $2,461,000 | +4.5% | 31,970 | -0.1% | 0.59% | -18.6% |
| Q2 2021 | $2,355,000 | +8.5% | 31,999 | +2.0% | 0.72% | -1.8% |
| Q1 2021 | $2,170,000 | +6.8% | 31,358 | +4.3% | 0.74% | +4.7% |
| Q4 2020 | $2,032,000 | +10.2% | 30,061 | +3.9% | 0.70% | -26.5% |
| Q3 2020 | $1,844,000 | +5.9% | 28,930 | +0.8% | 0.96% | -21.3% |
| Q2 2020 | $1,741,000 | +10.4% | 28,713 | -1.6% | 1.21% | -6.1% |
| Q1 2020 | $1,577,000 | -13.5% | 29,193 | +5.0% | 1.29% | +23.2% |
| Q4 2019 | $1,824,000 | +19.4% | 27,804 | +16.7% | 1.05% | +5.4% |
| Q3 2019 | $1,527,000 | +71.4% | 23,828 | +57.2% | 1.00% | +63.9% |
| Q2 2019 | $891,000 | 0.0% | 15,157 | 0.0% | 0.61% | 0.0% |
| Q1 2019 | $891,000 | – | 15,157 | – | 0.61% | – |
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% |