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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $59,225 | -98.6% | 759 | -98.7% | 0.03% | -98.8% |
Q3 2023 | $4,304,801 | -27.6% | 59,475 | -25.7% | 2.16% | -29.7% |
Q2 2023 | $5,948,258 | -16.1% | 80,025 | -17.9% | 3.07% | -26.1% |
Q1 2023 | $7,092,035 | +7.6% | 97,510 | +6.7% | 4.16% | -2.3% |
Q4 2022 | $6,589,435 | +77.5% | 91,393 | +62.7% | 4.25% | +63.4% |
Q3 2022 | $3,713,000 | – | 56,171 | +802342.9% | 2.60% | – |
Q4 2020 | $0 | – | 7 | – | 0.00% | – |
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% |