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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $138,000 | -4.2% | 1,776 | 0.0% | 0.04% | -4.9% |
| Q4 2021 | $144,000 | +9.9% | 1,776 | 0.0% | 0.04% | +2.5% |
| Q3 2021 | $131,000 | 0.0% | 1,776 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $131,000 | +6.5% | 1,776 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $123,000 | +1.7% | 1,776 | 0.0% | 0.04% | -12.8% |
| Q4 2020 | $121,000 | +7.1% | 1,776 | 0.0% | 0.05% | -4.1% |
| Q3 2020 | $113,000 | +4.6% | 1,776 | 0.0% | 0.05% | -2.0% |
| Q2 2020 | $108,000 | +12.5% | 1,776 | 0.0% | 0.05% | 0.0% |
| Q1 2020 | $96,000 | -17.9% | 1,776 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $117,000 | +2.6% | 1,776 | 0.0% | 0.05% | -5.7% |
| Q3 2019 | $114,000 | +3.6% | 1,776 | 0.0% | 0.05% | +1.9% |
| Q2 2019 | $110,000 | +5.8% | 1,776 | 0.0% | 0.05% | -1.9% |
| Q1 2019 | $104,000 | +11.8% | 1,776 | 0.0% | 0.05% | +3.9% |
| Q4 2018 | $93,000 | -76.9% | 1,776 | -99.2% | 0.05% | -73.7% |
| Q3 2018 | $403,000 | +333.3% | 221,776 | +12387.4% | 0.19% | +280.4% |
| Q4 2017 | $93,000 | – | 1,776 | – | 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% |