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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $211,528 | -9.3% | 2,908 | -10.1% | 0.20% | -14.8% |
| Q4 2022 | $233,099 | +3.6% | 3,233 | -5.1% | 0.23% | -7.3% |
| Q3 2022 | $225,000 | -13.1% | 3,405 | -7.7% | 0.25% | -6.4% |
| Q2 2022 | $259,000 | -9.4% | 3,690 | 0.0% | 0.26% | +8.6% |
| Q1 2022 | $286,000 | -12.5% | 3,690 | -8.6% | 0.24% | -11.9% |
| Q4 2021 | $327,000 | +4.8% | 4,039 | -4.7% | 0.28% | -2.1% |
| Q3 2021 | $312,000 | +0.3% | 4,239 | +0.3% | 0.28% | +0.4% |
| Q2 2021 | $311,000 | -11.1% | 4,226 | -16.4% | 0.28% | -16.1% |
| Q1 2021 | $350,000 | -26.5% | 5,058 | -27.8% | 0.34% | -29.4% |
| Q4 2020 | $476,000 | – | 7,009 | – | 0.48% | – |
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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% |