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 | $576,362 | -2.6% | 7,963 | 0.0% | 0.05% | +2.0% |
| Q2 2023 | $591,890 | +2.2% | 7,963 | 0.0% | 0.05% | -7.5% |
| Q1 2023 | $579,229 | +11.3% | 7,963 | +10.4% | 0.05% | +3.9% |
| Q4 2022 | $520,202 | -5.1% | 7,215 | -13.0% | 0.05% | -10.5% |
| Q3 2022 | $548,000 | -5.7% | 8,289 | 0.0% | 0.06% | -3.4% |
| Q2 2022 | $581,000 | -7.8% | 8,289 | +1.9% | 0.06% | +7.3% |
| Q1 2022 | $630,000 | -15.8% | 8,132 | -12.0% | 0.06% | -12.7% |
| Q4 2021 | $748,000 | +19.1% | 9,242 | +8.1% | 0.06% | +8.6% |
| Q3 2021 | $628,000 | +30.8% | 8,553 | +31.3% | 0.06% | +26.1% |
| Q2 2021 | $480,000 | +6.7% | 6,515 | 0.0% | 0.05% | +2.2% |
| Q1 2021 | $450,000 | +1.8% | 6,515 | 0.0% | 0.04% | -11.8% |
| Q4 2020 | $442,000 | +6.5% | 6,515 | 0.0% | 0.05% | -7.3% |
| Q3 2020 | $415,000 | +4.8% | 6,515 | 0.0% | 0.06% | 0.0% |
| Q2 2020 | $396,000 | -28.3% | 6,515 | -36.2% | 0.06% | -40.9% |
| Q1 2020 | $552,000 | -17.6% | 10,215 | 0.0% | 0.09% | +3.3% |
| Q4 2019 | $670,000 | +132.6% | 10,215 | +85.7% | 0.09% | +76.5% |
| Q4 2018 | $288,000 | +7.5% | 5,500 | +17.0% | 0.05% | +21.4% |
| Q3 2018 | $268,000 | +7.2% | 4,700 | 0.0% | 0.04% | -2.3% |
| Q2 2018 | $250,000 | +2.5% | 4,700 | 0.0% | 0.04% | -4.4% |
| Q1 2018 | $244,000 | -1.6% | 4,700 | 0.0% | 0.04% | -2.2% |
| Q4 2017 | $248,000 | +4.6% | 4,700 | 0.0% | 0.05% | -2.1% |
| Q3 2017 | $237,000 | – | 4,700 | – | 0.05% | – |
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% |