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 2022 | $42,365,000 | -6.6% | 546,154 | -2.6% | 18.48% | -1.3% |
| Q4 2021 | $45,354,000 | -0.3% | 560,612 | -9.4% | 18.72% | -2.3% |
| Q3 2021 | $45,486,000 | -6.9% | 618,856 | -6.8% | 19.17% | -2.8% |
| Q2 2021 | $48,879,000 | -0.8% | 664,024 | -6.8% | 19.72% | -11.4% |
| Q1 2021 | $49,291,000 | -12.1% | 712,395 | -13.7% | 22.24% | -15.1% |
| Q4 2020 | $56,056,000 | +5.7% | 825,808 | -0.8% | 26.21% | -5.8% |
| Q3 2020 | $53,057,000 | +5.0% | 832,535 | -0.1% | 27.82% | +0.4% |
| Q2 2020 | $50,547,000 | +14.2% | 833,697 | +1.7% | 27.70% | +4.1% |
| Q1 2020 | $44,268,000 | -16.5% | 819,624 | +1.4% | 26.61% | +16.5% |
| Q4 2019 | $53,022,000 | +12.9% | 808,263 | +10.4% | 22.84% | +5.4% |
| Q3 2019 | $46,943,000 | -18.8% | 732,333 | -18.6% | 21.67% | -21.6% |
| Q2 2019 | $57,847,000 | +11.5% | 899,532 | +7.3% | 27.64% | +0.3% |
| Q1 2019 | $51,881,000 | – | 838,599 | – | 27.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 2,011,232 | $128,920,000 | 77.48% |
| Shelter Ins Retirement Plan | 1,717,600 | $110,098,000 | 56.20% |
| Legacy Financial Advisors, Inc. | 1,897,861 | $121,653,000 | 40.44% |
| Tolleson Wealth Management, Inc. | 1,034,068 | $66,284,000 | 36.12% |
| DOW CHEMICAL CO /DE/ | 2,024,319 | $129,759,000 | 28.94% |
| Financial Advisors, LLC | 697,153 | $44,688,000 | 27.39% |
| VisionPoint Advisory Group, LLC | 1,393,849 | $89,248,000 | 24.46% |
| Personal Wealth Partners | 732,333 | $46,943,000 | 21.67% |
| ARS Wealth Advisors, LLC | 1,038,753 | $66,584,000 | 21.17% |
| Sharkey, Howes & Javer | 704,274 | $45,144,000 | 19.46% |