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 2023 | $973,149 | -0.5% | 13,445 | +2.2% | 0.12% | +9.6% |
Q2 2023 | $977,811 | +1.1% | 13,155 | -1.1% | 0.11% | -7.3% |
Q1 2023 | $967,587 | -6.3% | 13,302 | -7.2% | 0.12% | -9.6% |
Q4 2022 | $1,033,193 | +19.2% | 14,330 | +9.2% | 0.14% | +4.6% |
Q3 2022 | $867,000 | -13.0% | 13,124 | -7.6% | 0.13% | -10.3% |
Q2 2022 | $997,000 | +13.0% | 14,197 | +24.9% | 0.14% | +17.9% |
Q1 2022 | $882,000 | -10.7% | 11,368 | -6.9% | 0.12% | -11.5% |
Q4 2021 | $988,000 | +18.8% | 12,216 | +7.9% | 0.14% | +7.8% |
Q3 2021 | $832,000 | -0.4% | 11,323 | -0.2% | 0.13% | -2.3% |
Q2 2021 | $835,000 | +23.5% | 11,346 | +16.1% | 0.13% | +7.3% |
Q1 2021 | $676,000 | -85.7% | 9,771 | -85.9% | 0.12% | -85.9% |
Q4 2020 | $4,718,000 | -7.6% | 69,507 | -13.2% | 0.87% | -27.1% |
Q3 2020 | $5,106,000 | -4.0% | 80,116 | -8.6% | 1.20% | -13.1% |
Q2 2020 | $5,316,000 | – | 87,675 | – | 1.38% | – |
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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% |