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 | $952,521 | +287.3% | 13,160 | +289.2% | 0.01% | +100.0% |
| Q1 2023 | $245,934 | -84.0% | 3,381 | -82.2% | 0.01% | -92.5% |
| Q4 2021 | $1,533,000 | -6.8% | 18,948 | -15.3% | 0.07% | +39.6% |
| Q3 2021 | $1,645,000 | +37.8% | 22,376 | +38.0% | 0.05% | +33.3% |
| Q2 2021 | $1,194,000 | +2.4% | 16,217 | -3.7% | 0.04% | -44.6% |
| Q1 2021 | $1,166,000 | +269.0% | 16,847 | +261.5% | 0.06% | +828.6% |
| Q4 2020 | $316,000 | -83.1% | 4,660 | -84.1% | 0.01% | -81.6% |
| Q3 2020 | $1,871,000 | +56.2% | 29,362 | +60.7% | 0.04% | +375.0% |
| Q4 2019 | $1,198,000 | +151.2% | 18,269 | +118.2% | 0.01% | +166.7% |
| Q3 2018 | $477,000 | -23.2% | 8,371 | -28.4% | 0.00% | 0.0% |
| Q2 2018 | $621,000 | -45.4% | 11,690 | -46.6% | 0.00% | -50.0% |
| Q1 2018 | $1,137,000 | -93.5% | 21,893 | -93.7% | 0.01% | -99.6% |
| Q3 2017 | $17,458,000 | +520.2% | 346,798 | +502.8% | 1.59% | +197.4% |
| Q2 2017 | $2,815,000 | +669.1% | 57,532 | +650.4% | 0.54% | +644.4% |
| Q1 2017 | $366,000 | -66.0% | 7,667 | -67.7% | 0.07% | -80.4% |
| Q3 2016 | $1,078,000 | +65.6% | 23,725 | +68.4% | 0.37% | +3.7% |
| Q2 2016 | $651,000 | – | 14,087 | – | 0.35% | – |
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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% |