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 2023 | $215,238 | -66.4% | 2,959 | -66.7% | 0.11% | -64.6% |
| Q4 2022 | $640,529 | +5.5% | 8,884 | -3.3% | 0.30% | -9.3% |
| Q3 2022 | $607,000 | -16.2% | 9,185 | -10.9% | 0.33% | -11.4% |
| Q2 2022 | $724,000 | -19.6% | 10,309 | -11.2% | 0.38% | -18.4% |
| Q1 2022 | $901,000 | -73.0% | 11,610 | -71.8% | 0.46% | -15.4% |
| Q4 2021 | $3,332,000 | -12.0% | 41,187 | -20.0% | 0.54% | -73.6% |
| Q3 2021 | $3,785,000 | +15.0% | 51,496 | +15.1% | 2.06% | +16.8% |
| Q2 2021 | $3,292,000 | +8.9% | 44,727 | +2.4% | 1.77% | +1.5% |
| Q1 2021 | $3,022,000 | +10.4% | 43,682 | +8.3% | 1.74% | +2.7% |
| Q4 2020 | $2,738,000 | +6.2% | 40,333 | -0.3% | 1.69% | -5.5% |
| Q3 2020 | $2,578,000 | +12.7% | 40,446 | +7.2% | 1.79% | +5.2% |
| Q2 2020 | $2,288,000 | +14.2% | 37,743 | +1.8% | 1.70% | +2.0% |
| Q1 2020 | $2,003,000 | -10.8% | 37,087 | +8.4% | 1.67% | +13.3% |
| Q4 2019 | $2,245,000 | +8.5% | 34,220 | +6.0% | 1.48% | +3.6% |
| Q3 2019 | $2,070,000 | +11.7% | 32,298 | +7.6% | 1.42% | +11.0% |
| Q2 2019 | $1,853,000 | +4.6% | 30,015 | -0.4% | 1.28% | +5.4% |
| Q1 2019 | $1,771,000 | +30.8% | 30,123 | +16.5% | 1.22% | +20.7% |
| Q4 2018 | $1,354,000 | +12.9% | 25,847 | +22.9% | 1.01% | +28.7% |
| Q3 2018 | $1,199,000 | +43.9% | 21,025 | +34.2% | 0.78% | +44.2% |
| Q2 2018 | $833,000 | +132.0% | 15,672 | +126.9% | 0.54% | +128.2% |
| Q1 2018 | $359,000 | – | 6,907 | – | 0.24% | – |
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% |