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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $227,412 | -14.4% | 3,126 | -15.2% | 0.06% | -19.0% |
| Q4 2022 | $265,798 | +7.6% | 3,687 | -1.3% | 0.08% | -6.0% |
| Q3 2022 | $247,000 | +3.3% | 3,736 | +9.6% | 0.08% | +7.7% |
| Q2 2022 | $239,000 | +6.2% | 3,408 | +17.6% | 0.08% | +13.0% |
| Q1 2022 | $225,000 | +50.0% | 2,899 | +41.7% | 0.07% | +46.8% |
| Q3 2021 | $150,000 | -25.7% | 2,046 | -25.4% | 0.05% | -35.6% |
| Q2 2021 | $202,000 | -25.2% | 2,743 | -29.8% | 0.07% | -33.0% |
| Q1 2021 | $270,000 | -27.8% | 3,905 | -29.4% | 0.11% | -37.4% |
| Q4 2020 | $374,000 | – | 5,528 | – | 0.17% | – |
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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% |