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 | $5,577,321 | -5.4% | 77,056 | -2.9% | 4.91% | +0.6% |
| Q2 2023 | $5,897,354 | +0.9% | 79,340 | -1.3% | 4.88% | -6.5% |
| Q1 2023 | $5,847,408 | -3.2% | 80,388 | -4.0% | 5.22% | -7.5% |
| Q4 2022 | $6,039,828 | +9.0% | 83,770 | -0.1% | 5.65% | -1.3% |
| Q3 2022 | $5,541,000 | -6.3% | 83,820 | -0.5% | 5.72% | -0.3% |
| Q2 2022 | $5,912,000 | -15.3% | 84,209 | -6.4% | 5.74% | +0.3% |
| Q1 2022 | $6,976,000 | -13.6% | 89,936 | -9.8% | 5.72% | -3.0% |
| Q4 2021 | $8,070,000 | -3.1% | 99,749 | -12.0% | 5.90% | -11.4% |
| Q3 2021 | $8,331,000 | -99.9% | 113,341 | -11.9% | 6.66% | -9.3% |
| Q2 2021 | $9,644,322,000 | -4.2% | 128,659 | -9.8% | 7.34% | -12.7% |
| Q1 2021 | $10,064,389,000 | -18.0% | 142,676 | -22.5% | 8.41% | -26.3% |
| Q4 2020 | $12,279,719,000 | – | 184,187 | – | 11.41% | – |
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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% |