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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,182 | -3.0% | 3,622 | -0.4% | 0.06% | 0.0% |
| Q2 2023 | $270,361 | +5.6% | 3,637 | +3.3% | 0.06% | 0.0% |
| Q1 2023 | $256,043 | -2.9% | 3,520 | -3.6% | 0.06% | -34.8% |
| Q4 2022 | $263,595 | -1.6% | 3,652 | -9.9% | 0.09% | -12.4% |
| Q3 2022 | $268,000 | -10.4% | 4,055 | +0.1% | 0.10% | +4.0% |
| Q2 2022 | $299,000 | -12.6% | 4,049 | -8.2% | 0.10% | -1.0% |
| Q1 2022 | $342,000 | -0.3% | 4,412 | +4.0% | 0.10% | +1.0% |
| Q4 2021 | $343,000 | +3.6% | 4,242 | +0.1% | 0.10% | +2.0% |
| Q3 2021 | $331,000 | -12.9% | 4,237 | -15.3% | 0.10% | -16.8% |
| Q2 2021 | $380,000 | +1.9% | 5,001 | -3.6% | 0.12% | +0.8% |
| Q1 2021 | $373,000 | +0.8% | 5,186 | -4.9% | 0.12% | -15.7% |
| Q4 2020 | $370,000 | – | 5,452 | – | 0.14% | – |
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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% |