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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,389,146 | -19.4% | 33,008 | -17.2% | 0.45% | -24.7% |
Q2 2023 | $2,963,283 | +83.3% | 39,866 | +79.4% | 0.60% | -19.7% |
Q1 2023 | $1,616,616 | -6.9% | 22,225 | -7.7% | 0.75% | -19.2% |
Q4 2022 | $1,736,145 | +1.3% | 24,080 | -7.2% | 0.92% | -10.1% |
Q3 2022 | $1,714,000 | -12.5% | 25,936 | -7.0% | 1.03% | -12.4% |
Q2 2022 | $1,959,000 | -33.8% | 27,897 | -26.9% | 1.18% | -10.6% |
Q1 2022 | $2,960,000 | -45.5% | 38,154 | -43.2% | 1.31% | -47.7% |
Q4 2021 | $5,434,000 | -9.8% | 67,167 | -18.1% | 2.51% | -20.2% |
Q3 2021 | $6,027,000 | -3.6% | 81,997 | -3.5% | 3.15% | -6.9% |
Q2 2021 | $6,252,000 | +21.6% | 84,934 | +14.3% | 3.38% | +17.9% |
Q1 2021 | $5,142,000 | +25.9% | 74,320 | +23.5% | 2.87% | +4.7% |
Q4 2020 | $4,084,000 | +12.8% | 60,169 | +5.9% | 2.74% | -9.3% |
Q3 2020 | $3,621,000 | -5.6% | 56,823 | -10.2% | 3.02% | -11.5% |
Q2 2020 | $3,837,000 | – | 63,279 | – | 3.41% | – |
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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% |