ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $465,042 | -23.4% | 6,425 | -21.3% | 0.21% | -20.5% |
| Q2 2023 | $606,904 | +2.2% | 8,165 | 0.0% | 0.26% | -3.7% |
| Q1 2023 | $593,922 | -20.8% | 8,165 | -21.5% | 0.27% | -22.7% |
| Q4 2022 | $749,696 | +9.1% | 10,398 | 0.0% | 0.35% | -6.7% |
| Q3 2022 | $687,000 | -10.2% | 10,398 | -4.6% | 0.37% | -6.0% |
| Q2 2022 | $765,000 | -37.0% | 10,898 | -30.4% | 0.40% | -30.4% |
| Q1 2022 | $1,214,000 | -3.9% | 15,648 | +0.2% | 0.57% | -1.2% |
| Q4 2021 | $1,263,000 | -1.8% | 15,616 | -10.7% | 0.58% | -11.1% |
| Q3 2021 | $1,286,000 | +4.6% | 17,492 | +4.7% | 0.65% | +4.8% |
| Q2 2021 | $1,230,000 | -29.8% | 16,711 | -34.0% | 0.62% | -35.2% |
| Q1 2021 | $1,752,000 | -4.4% | 25,324 | -6.2% | 0.96% | -8.1% |
| Q4 2020 | $1,833,000 | -32.0% | 27,007 | -36.2% | 1.04% | -41.0% |
| Q3 2020 | $2,696,000 | -35.4% | 42,302 | -38.6% | 1.76% | -37.5% |
| Q2 2020 | $4,174,000 | +15.0% | 68,843 | +2.5% | 2.82% | -0.5% |
| Q1 2020 | $3,628,000 | -6.6% | 67,175 | +13.4% | 2.83% | +19.4% |
| Q4 2019 | $3,886,000 | +17.0% | 59,240 | +14.3% | 2.37% | +11.5% |
| Q3 2019 | $3,322,000 | +70.7% | 51,821 | +64.4% | 2.13% | +55.8% |
| Q2 2019 | $1,946,000 | +135.6% | 31,529 | +124.4% | 1.37% | +128.4% |
| Q1 2019 | $826,000 | – | 14,050 | – | 0.60% | – |
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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% |