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 | $7,338,536 | -7.3% | 101,389 | -4.8% | 0.00% | 0.0% |
| Q2 2023 | $7,912,429 | -8.8% | 106,450 | -10.7% | 0.00% | 0.0% |
| Q1 2023 | $8,673,081 | -7.7% | 119,234 | -8.5% | 0.00% | -20.0% |
| Q4 2022 | $9,393,332 | -11.8% | 130,282 | -19.1% | 0.01% | -16.7% |
| Q3 2022 | $10,649,000 | -20.1% | 161,102 | -15.2% | 0.01% | -14.3% |
| Q2 2022 | $13,335,000 | -9.9% | 189,941 | -0.4% | 0.01% | +16.7% |
| Q1 2022 | $14,797,000 | -13.7% | 190,756 | -10.0% | 0.01% | 0.0% |
| Q4 2021 | $17,139,000 | -61.7% | 211,849 | -65.2% | 0.01% | -64.7% |
| Q3 2021 | $44,754,000 | +89.2% | 608,907 | +89.5% | 0.02% | +88.9% |
| Q2 2021 | $23,656,000 | +1.9% | 321,367 | -4.2% | 0.01% | 0.0% |
| Q1 2021 | $23,211,000 | -16.2% | 335,473 | -17.8% | 0.01% | -25.0% |
| Q4 2020 | $27,707,000 | +5.8% | 408,177 | -0.7% | 0.01% | -7.7% |
| Q3 2020 | $26,191,000 | +7.4% | 410,978 | +7.2% | 0.01% | 0.0% |
| Q2 2020 | $24,393,000 | +8031.0% | 383,414 | +6808.4% | 0.01% | – |
| Q1 2020 | $300,000 | -39.4% | 5,550 | -26.5% | 0.00% | – |
| Q4 2019 | $495,000 | +2.3% | 7,550 | 0.0% | 0.00% | – |
| Q3 2019 | $484,000 | -2.0% | 7,550 | -5.6% | 0.00% | – |
| Q2 2019 | $494,000 | -92.1% | 8,000 | -94.7% | 0.00% | -100.0% |
| Q1 2015 | $6,228,000 | -5.7% | 150,945 | -7.5% | 0.00% | 0.0% |
| Q4 2014 | $6,604,000 | +43.7% | 163,145 | +33.7% | 0.00% | +50.0% |
| Q3 2014 | $4,597,000 | +1.2% | 122,000 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $4,541,000 | +3.3% | 122,000 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $4,398,000 | +1.5% | 122,000 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $4,331,000 | +7.0% | 122,000 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $4,048,000 | +1.9% | 122,000 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $3,974,000 | – | 122,000 | – | 0.00% | – |
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% |