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 2022 | $221,000 | -11.2% | 3,345 | -5.7% | 0.12% | -4.0% |
| Q2 2022 | $249,000 | -27.0% | 3,548 | -19.4% | 0.13% | -12.5% |
| Q1 2022 | $341,000 | -0.9% | 4,401 | +3.6% | 0.14% | +2.9% |
| Q4 2021 | $344,000 | +0.9% | 4,247 | -8.5% | 0.14% | -6.7% |
| Q3 2021 | $341,000 | +0.3% | 4,644 | +0.4% | 0.15% | 0.0% |
| Q2 2021 | $340,000 | -32.7% | 4,625 | -36.6% | 0.15% | -30.9% |
| Q1 2021 | $505,000 | -75.4% | 7,299 | -75.9% | 0.22% | -76.5% |
| Q4 2020 | $2,053,000 | +2.0% | 30,243 | -4.2% | 0.92% | +1.5% |
| Q3 2020 | $2,012,000 | +30.5% | 31,566 | +24.1% | 0.91% | +18.5% |
| Q2 2020 | $1,542,000 | +43.4% | 25,436 | +27.8% | 0.77% | +18.5% |
| Q1 2020 | $1,075,000 | -9.7% | 19,904 | +12.7% | 0.65% | +34.1% |
| Q4 2019 | $1,191,000 | +17.0% | 17,660 | +11.9% | 0.48% | +11.5% |
| Q3 2019 | $1,018,000 | +19.5% | 15,786 | +16.4% | 0.43% | +13.0% |
| Q2 2019 | $852,000 | +49.2% | 13,558 | +41.3% | 0.38% | +42.2% |
| Q1 2019 | $571,000 | – | 9,596 | – | 0.27% | – |
Download | ||||||
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% |