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 2023 | $564,157 | +8.4% | 7,230 | +0.6% | 0.33% | -0.6% |
Q3 2023 | $520,412 | -2.6% | 7,190 | 0.0% | 0.33% | -1.8% |
Q2 2023 | $534,433 | +16.3% | 7,190 | +13.9% | 0.34% | +9.4% |
Q1 2023 | $459,353 | +0.9% | 6,315 | 0.0% | 0.31% | -4.3% |
Q4 2022 | $455,312 | +9.2% | 6,315 | 0.0% | 0.32% | +6.6% |
Q3 2022 | $417,000 | -5.4% | 6,315 | +0.5% | 0.30% | +6.0% |
Q2 2022 | $441,000 | -9.6% | 6,285 | 0.0% | 0.28% | +2.5% |
Q1 2022 | $488,000 | -1.4% | 6,285 | +2.8% | 0.28% | +12.6% |
Q4 2021 | $495,000 | +8.6% | 6,115 | -1.5% | 0.25% | -3.5% |
Q3 2021 | $456,000 | -39.0% | 6,210 | -38.9% | 0.26% | -40.3% |
Q2 2021 | $748,000 | -48.1% | 10,160 | -51.2% | 0.43% | -52.0% |
Q1 2021 | $1,441,000 | -61.5% | 20,831 | -62.2% | 0.89% | -63.1% |
Q4 2020 | $3,740,000 | -1.3% | 55,092 | -7.3% | 2.42% | -12.7% |
Q3 2020 | $3,789,000 | +1.2% | 59,452 | -3.7% | 2.78% | -18.7% |
Q2 2020 | $3,743,000 | +11.0% | 61,743 | -1.1% | 3.41% | -10.8% |
Q1 2020 | $3,373,000 | – | 62,458 | – | 3.83% | – |
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% |