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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $284,507 | -13.5% | 3,946 | -17.4% | 0.11% | -18.3% |
| Q3 2022 | $329,000 | -20.7% | 4,777 | -18.4% | 0.13% | -18.6% |
| Q2 2022 | $415,000 | -23.6% | 5,854 | -15.8% | 0.16% | -13.0% |
| Q1 2022 | $543,000 | -2.3% | 6,956 | -1.3% | 0.18% | -1.6% |
| Q4 2021 | $556,000 | -12.0% | 7,046 | -17.4% | 0.19% | -17.9% |
| Q3 2021 | $632,000 | +20.8% | 8,532 | +22.5% | 0.23% | +21.8% |
| Q2 2021 | $523,000 | +82.2% | 6,964 | +67.7% | 0.19% | +66.4% |
| Q1 2021 | $287,000 | – | 4,153 | – | 0.11% | – |
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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% |