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 | $27,649,146 | -5.5% | 382,000 | -2.9% | 22.63% | -1.9% |
| Q2 2023 | $29,246,054 | +2.9% | 393,462 | +0.7% | 23.06% | +1.1% |
| Q1 2023 | $28,413,170 | +13.3% | 390,613 | +12.3% | 22.81% | +10.7% |
| Q4 2022 | $25,069,705 | +19.5% | 347,707 | +9.6% | 20.61% | +7.2% |
| Q3 2022 | $20,978,000 | +7.6% | 317,368 | +14.3% | 19.22% | -1.3% |
| Q2 2022 | $19,494,000 | -10.7% | 277,658 | -1.4% | 19.46% | +11.2% |
| Q1 2022 | $21,842,000 | -16.7% | 281,576 | -13.1% | 17.50% | -0.6% |
| Q4 2021 | $26,221,000 | +8.2% | 324,120 | -1.5% | 17.61% | -3.3% |
| Q2 2021 | $24,233,000 | +11.2% | 329,212 | +4.5% | 18.22% | -7.6% |
| Q1 2021 | $21,797,000 | -11.5% | 315,024 | -13.2% | 19.73% | -17.1% |
| Q4 2020 | $24,638,000 | – | 362,961 | – | 23.80% | – |
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% |