Efficient Advisors, LLC - ISHARES TR ownership

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
Efficient Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
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$209,0003,9980.04%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 2,011,232$128,920,00077.48%
Shelter Ins Retirement Plan 1,717,600$110,098,00056.20%
Legacy Financial Advisors, Inc. 1,897,861$121,653,00040.44%
Tolleson Wealth Management, Inc. 1,034,068$66,284,00036.12%
DOW CHEMICAL CO /DE/ 2,024,319$129,759,00028.94%
Financial Advisors, LLC 697,153$44,688,00027.39%
VisionPoint Advisory Group, LLC 1,393,849$89,248,00024.46%
Personal Wealth Partners 732,333$46,943,00021.67%
ARS Wealth Advisors, LLC 1,038,753$66,584,00021.17%
Sharkey, Howes & Javer 704,274$45,144,00019.46%
View complete list of ISHARES TR shareholders