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 | $24,773,451 | +116.7% | 342,269 | +122.5% | 5.85% | +120.8% |
| Q2 2023 | $11,431,822 | +2.5% | 153,798 | +0.3% | 2.65% | -2.2% |
| Q1 2023 | $11,153,167 | +45.8% | 153,329 | +44.6% | 2.71% | +47.0% |
| Q4 2022 | $7,647,700 | +3.1% | 106,071 | -1.4% | 1.84% | +0.1% |
| Q3 2022 | $7,417,000 | -2.0% | 107,606 | +0.0% | 1.84% | 0.0% |
| Q2 2022 | $7,567,000 | -18.0% | 107,556 | -9.6% | 1.84% | +9.4% |
| Q1 2022 | $9,231,000 | -15.6% | 118,996 | -12.0% | 1.68% | -14.3% |
| Q4 2021 | $10,943,000 | +85.9% | 135,263 | +68.9% | 1.96% | +69.9% |
| Q3 2021 | $5,888,000 | -31.8% | 80,104 | -31.7% | 1.16% | -32.6% |
| Q2 2021 | $8,633,000 | +3.9% | 117,285 | -2.3% | 1.72% | -0.9% |
| Q1 2021 | $8,305,000 | -14.2% | 120,036 | -15.8% | 1.73% | -21.8% |
| Q4 2020 | $9,681,000 | +6.1% | 142,620 | -0.4% | 2.21% | +2.8% |
| Q3 2020 | $9,124,000 | +6.2% | 143,160 | +1.0% | 2.15% | +0.1% |
| Q2 2020 | $8,594,000 | +3393.5% | 141,744 | +3681.9% | 2.15% | +2727.6% |
| Q4 2019 | $246,000 | -15.2% | 3,748 | -17.2% | 0.08% | -6.2% |
| Q3 2019 | $290,000 | – | 4,524 | – | 0.08% | – |
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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% |