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 | $168,879 | +98085.5% | 2,284 | -2.6% | 0.07% | -1.4% |
| Q4 2022 | $172 | -99.9% | 2,344 | +4.6% | 0.07% | +3.0% |
| Q3 2022 | $158,000 | -6.0% | 2,241 | 0.0% | 0.07% | -2.9% |
| Q2 2022 | $168,000 | -3.4% | 2,241 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $174,000 | -3.9% | 2,241 | 0.0% | 0.07% | +3.0% |
| Q4 2021 | $181,000 | +9.7% | 2,241 | 0.0% | 0.07% | +17.5% |
| Q3 2021 | $165,000 | 0.0% | 2,241 | 0.0% | 0.06% | +7.5% |
| Q2 2021 | $165,000 | +6.5% | 2,241 | 0.0% | 0.05% | -3.6% |
| Q1 2021 | $155,000 | -7.7% | 2,241 | -9.5% | 0.06% | -20.3% |
| Q4 2020 | $168,000 | +6.3% | 2,477 | 0.0% | 0.07% | -8.0% |
| Q3 2020 | $158,000 | +5.3% | 2,477 | 0.0% | 0.08% | -5.1% |
| Q2 2020 | $150,000 | +11.9% | 2,477 | 0.0% | 0.08% | -7.1% |
| Q1 2020 | $134,000 | -26.0% | 2,477 | -10.4% | 0.08% | -15.0% |
| Q4 2019 | $181,000 | -15.0% | 2,766 | -16.9% | 0.10% | -21.9% |
| Q3 2019 | $213,000 | +3.9% | 3,328 | 0.0% | 0.13% | -3.0% |
| Q2 2019 | $205,000 | -76.1% | 3,328 | -77.1% | 0.13% | -77.7% |
| Q1 2019 | $856,000 | -13.9% | 14,561 | -23.3% | 0.59% | -23.7% |
| Q4 2018 | $994,000 | – | 18,973 | – | 0.78% | – |
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% |