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 | $241,749 | +0.4% | 3,340 | +3.1% | 0.10% | +4.1% |
| Q2 2023 | $240,829 | +2.2% | 3,240 | 0.0% | 0.10% | -3.9% |
| Q1 2023 | $235,678 | +98924.4% | 3,240 | -1.9% | 0.10% | -4.7% |
| Q4 2022 | $238 | -99.7% | 3,304 | +183.6% | 0.11% | +181.6% |
| Q3 2022 | $77,000 | -6.1% | 1,165 | 0.0% | 0.04% | +2.7% |
| Q2 2022 | $82,000 | -8.9% | 1,165 | 0.0% | 0.04% | +2.8% |
| Q1 2022 | $90,000 | +66.7% | 1,165 | +75.2% | 0.04% | +63.6% |
| Q4 2021 | $54,000 | -85.6% | 665 | -87.0% | 0.02% | -86.5% |
| Q3 2021 | $376,000 | -0.3% | 5,115 | 0.0% | 0.16% | -2.4% |
| Q2 2021 | $377,000 | +6.5% | 5,115 | 0.0% | 0.17% | -2.9% |
| Q1 2021 | $354,000 | -17.1% | 5,115 | -18.7% | 0.17% | -22.2% |
| Q4 2020 | $427,000 | +6.5% | 6,290 | 0.0% | 0.22% | -3.1% |
| Q3 2020 | $401,000 | +5.2% | 6,290 | 0.0% | 0.23% | -7.7% |
| Q2 2020 | $381,000 | -41.1% | 6,290 | -47.5% | 0.25% | -51.3% |
| Q1 2020 | $647,000 | -5.1% | 11,975 | +15.1% | 0.51% | +15.2% |
| Q4 2019 | $682,000 | – | 10,400 | – | 0.44% | – |
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% |