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 | $27,824,110 | -2.6% | 384,417 | -0.0% | 10.91% | +1.0% |
Q2 2023 | $28,576,697 | +2.5% | 384,457 | +0.3% | 10.80% | -2.4% |
Q1 2023 | $27,872,727 | +1.3% | 383,183 | +0.4% | 11.06% | -4.3% |
Q4 2022 | $27,521,189 | +10.0% | 381,709 | +0.8% | 11.55% | +3.1% |
Q3 2022 | $25,022,000 | -5.9% | 378,540 | 0.0% | 11.20% | -2.7% |
Q2 2022 | $26,577,000 | -9.2% | 378,540 | +0.3% | 11.51% | -0.1% |
Q1 2022 | $29,279,000 | -3.8% | 377,458 | +0.3% | 11.53% | -2.8% |
Q4 2021 | $30,446,000 | +7.5% | 376,343 | -2.4% | 11.86% | +5.0% |
Q3 2021 | $28,335,000 | -0.2% | 385,508 | -0.1% | 11.30% | +5.3% |
Q2 2021 | $28,404,000 | +7.0% | 385,867 | +0.6% | 10.73% | +1.8% |
Q1 2021 | $26,545,000 | -0.7% | 383,657 | -2.6% | 10.54% | -2.8% |
Q4 2020 | $26,736,000 | -23.0% | 393,877 | -27.7% | 10.84% | -20.3% |
Q3 2020 | $34,738,000 | -0.4% | 545,081 | -5.2% | 13.60% | -14.1% |
Q2 2020 | $34,878,000 | +13.4% | 575,254 | +1.0% | 15.84% | -0.4% |
Q1 2020 | $30,755,000 | -17.5% | 569,437 | +0.2% | 15.91% | -6.0% |
Q4 2019 | $37,279,000 | – | 568,275 | – | 16.92% | – |
Download |
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% |