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 2021 | $203,000 | -33.9% | 2,755 | -34.0% | 0.02% | -50.0% |
| Q2 2021 | $307,000 | -36.4% | 4,172 | -40.2% | 0.04% | -42.4% |
| Q1 2021 | $483,000 | -62.8% | 6,977 | -63.6% | 0.07% | -66.7% |
| Q4 2020 | $1,300,000 | +1.6% | 19,149 | -4.6% | 0.20% | -15.7% |
| Q3 2020 | $1,279,000 | -11.0% | 20,073 | -15.3% | 0.24% | -11.7% |
| Q2 2020 | $1,437,000 | +2.6% | 23,694 | -8.6% | 0.27% | -9.2% |
| Q1 2020 | $1,400,000 | +0.7% | 25,926 | +22.3% | 0.29% | +21.1% |
| Q4 2019 | $1,390,000 | +45.1% | 21,191 | +41.8% | 0.24% | +38.3% |
| Q3 2019 | $958,000 | +22.3% | 14,944 | +17.9% | 0.18% | +27.7% |
| Q2 2019 | $783,000 | +54.4% | 12,678 | +46.9% | 0.14% | +53.9% |
| Q1 2019 | $507,000 | +142.6% | 8,630 | +115.9% | 0.09% | +128.2% |
| Q4 2018 | $209,000 | – | 3,998 | – | 0.04% | – |
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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% |