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 | $576,579 | -8.4% | 7,966 | -6.0% | 0.24% | -5.8% |
| Q2 2023 | $629,724 | +1.6% | 8,472 | -0.6% | 0.26% | -6.5% |
| Q1 2023 | $619,672 | +3.4% | 8,519 | +2.5% | 0.28% | -7.6% |
| Q4 2022 | $599,295 | +17.0% | 8,312 | +7.3% | 0.30% | +6.4% |
| Q3 2022 | $512,000 | +8.7% | 7,745 | +15.5% | 0.28% | -1.0% |
| Q2 2022 | $471,000 | -31.4% | 6,704 | -24.3% | 0.29% | -28.0% |
| Q1 2022 | $687,000 | -9.5% | 8,859 | -5.5% | 0.40% | -13.3% |
| Q4 2021 | $759,000 | +30.4% | 9,377 | +18.4% | 0.46% | +14.8% |
| Q3 2021 | $582,000 | -27.4% | 7,917 | -27.4% | 0.40% | -27.7% |
| Q2 2021 | $802,000 | -1.2% | 10,899 | -7.1% | 0.55% | -22.5% |
| Q1 2021 | $812,000 | +13.4% | 11,737 | +11.3% | 0.71% | +7.7% |
| Q4 2020 | $716,000 | – | 10,545 | – | 0.66% | – |
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% |