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 | $276,318 | +122164.6% | 3,816 | +25.3% | 0.15% | +30.2% |
Q2 2023 | $226 | +2.3% | 3,045 | 0.0% | 0.12% | -8.7% |
Q1 2023 | $221 | -19.9% | 3,045 | -20.2% | 0.13% | -37.1% |
Q4 2022 | $276 | -99.9% | 3,816 | +25.3% | 0.20% | +27.8% |
Q3 2022 | $201,000 | -9.9% | 3,045 | 0.0% | 0.16% | +4.6% |
Q2 2022 | $223,000 | -28.5% | 3,045 | -24.3% | 0.15% | -27.8% |
Q1 2022 | $312,000 | +26.8% | 4,024 | +32.2% | 0.21% | +25.1% |
Q4 2021 | $246,000 | +9.8% | 3,045 | 0.0% | 0.17% | -1.8% |
Q3 2021 | $224,000 | -72.9% | 3,045 | -72.9% | 0.17% | -77.1% |
Q2 2021 | $827,000 | +5.8% | 11,241 | -0.6% | 0.74% | +3.3% |
Q1 2021 | $782,000 | – | 11,310 | – | 0.72% | – |
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% |