ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,789 | +13.2% | 535,355 | +15.9% | 0.09% | +17.9% |
| Q2 2023 | $34,254 | +36.4% | 461,844 | +33.4% | 0.08% | +27.9% |
| Q1 2023 | $25,110 | +2.5% | 346,262 | +2.0% | 0.06% | -3.2% |
| Q4 2022 | $24,503 | -99.7% | 339,318 | +142.2% | 0.06% | +142.3% |
| Q3 2022 | $9,315,000 | -6.0% | 140,087 | -0.7% | 0.03% | 0.0% |
| Q2 2022 | $9,914,000 | -39.6% | 141,049 | -31.8% | 0.03% | -18.8% |
| Q1 2022 | $16,404,000 | +4.8% | 206,967 | -2.7% | 0.03% | +6.7% |
| Q4 2021 | $15,652,000 | +22.1% | 212,643 | +21.9% | 0.03% | +15.4% |
| Q3 2021 | $12,819,000 | -18.3% | 174,395 | -18.2% | 0.03% | -18.8% |
| Q2 2021 | $15,697,000 | -53.7% | 213,251 | -56.4% | 0.03% | -57.3% |
| Q1 2021 | $33,878,000 | -66.2% | 489,630 | -66.9% | 0.08% | -67.7% |
| Q4 2020 | $100,369,000 | +13.9% | 1,478,657 | +6.9% | 0.23% | -1.7% |
| Q3 2020 | $88,157,000 | +66.2% | 1,383,325 | +40.9% | 0.24% | +48.4% |
| Q2 2020 | $53,030,000 | 0.0% | 982,116 | 0.0% | 0.16% | -16.8% |
| Q1 2020 | $53,030,000 | +9.8% | 982,116 | +33.4% | 0.19% | +39.4% |
| Q4 2019 | $48,301,000 | +20.2% | 736,295 | +17.5% | 0.14% | +9.6% |
| Q3 2019 | $40,179,000 | +164.9% | 626,828 | +155.2% | 0.12% | +171.7% |
| Q2 2019 | $15,165,000 | +58.3% | 245,662 | +50.8% | 0.05% | +53.3% |
| Q1 2019 | $9,581,000 | +90.7% | 162,940 | +85.0% | 0.03% | +66.7% |
| Q4 2018 | $5,024,000 | 0.0% | 88,073 | 0.0% | 0.02% | +12.5% |
| Q3 2018 | $5,024,000 | +26.7% | 88,073 | +18.1% | 0.02% | +23.1% |
| Q2 2018 | $3,965,000 | +3.7% | 74,587 | +1.3% | 0.01% | 0.0% |
| Q1 2018 | $3,824,000 | +14.3% | 73,638 | +16.1% | 0.01% | +18.2% |
| Q4 2017 | $3,347,000 | -11.2% | 63,405 | -15.3% | 0.01% | -15.4% |
| Q3 2017 | $3,769,000 | – | 74,881 | – | 0.01% | – |
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% |