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 | $5,394,830 | -25.8% | 74,535 | -23.8% | 0.10% | -25.8% |
| Q2 2023 | $7,266,190 | +895.5% | 97,756 | +874.2% | 0.13% | +725.0% |
| Q1 2023 | $729,897 | +111.9% | 10,034 | +110.0% | 0.02% | +77.8% |
| Q4 2022 | $344,445 | -11.5% | 4,777 | -18.9% | 0.01% | -18.2% |
| Q3 2022 | $389,000 | +31.9% | 5,890 | +40.3% | 0.01% | +37.5% |
| Q2 2022 | $295,000 | +33.5% | 4,199 | +47.5% | 0.01% | +33.3% |
| Q1 2022 | $221,000 | -16.9% | 2,846 | -13.5% | 0.01% | -14.3% |
| Q4 2021 | $266,000 | +9.9% | 3,290 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $242,000 | +16.3% | 3,290 | +17.9% | 0.01% | 0.0% |
| Q2 2021 | $208,000 | – | 2,790 | – | 0.01% | – |
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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% |