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 | $997,107 | -2.6% | 13,776 | 0.0% | 0.32% | +2.2% |
| Q2 2023 | $1,023,970 | -51.1% | 13,776 | -52.2% | 0.32% | -42.5% |
| Q1 2023 | $2,095,348 | -6.5% | 28,806 | -7.4% | 0.55% | -27.9% |
| Q4 2022 | $2,241,733 | +4.7% | 31,092 | -4.0% | 0.77% | +26.8% |
| Q3 2022 | $2,141,000 | -5.8% | 32,387 | 0.0% | 0.60% | +47.6% |
| Q2 2022 | $2,274,000 | -9.5% | 32,387 | 0.0% | 0.41% | -42.9% |
| Q1 2022 | $2,512,000 | -4.1% | 32,387 | 0.0% | 0.72% | +0.3% |
| Q4 2021 | $2,620,000 | +15.4% | 32,387 | +4.8% | 0.72% | +0.6% |
| Q3 2021 | $2,271,000 | +741.1% | 30,895 | +741.8% | 0.71% | +2196.8% |
| Q2 2021 | $270,000 | -87.3% | 3,670 | -88.1% | 0.03% | -95.7% |
| Q1 2021 | $2,131,000 | -30.8% | 30,802 | -32.1% | 0.73% | -38.7% |
| Q4 2020 | $3,080,000 | +6.5% | 45,371 | 0.0% | 1.19% | -7.5% |
| Q3 2020 | $2,891,000 | +5.1% | 45,371 | 0.0% | 1.28% | -15.6% |
| Q2 2020 | $2,751,000 | +7.9% | 45,371 | -3.9% | 1.52% | -10.5% |
| Q1 2020 | $2,550,000 | -38.0% | 47,207 | -24.6% | 1.70% | -6.7% |
| Q4 2019 | $4,110,000 | -4.4% | 62,650 | -6.6% | 1.82% | -23.0% |
| Q3 2019 | $4,301,000 | +12.9% | 67,096 | +7.7% | 2.36% | -17.0% |
| Q2 2019 | $3,808,000 | -1.8% | 62,309 | -5.5% | 2.85% | +39.1% |
| Q1 2019 | $3,876,000 | – | 65,914 | – | 2.05% | – |
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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% |