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 | $1,900,951 | -16.7% | 26,263 | -14.5% | 1.05% | -19.8% |
| Q2 2023 | $2,282,451 | -14.8% | 30,707 | -16.6% | 1.31% | -23.0% |
| Q1 2023 | $2,679,216 | -2.1% | 36,833 | -3.0% | 1.70% | -13.1% |
| Q4 2022 | $2,736,531 | -8.6% | 37,955 | -16.2% | 1.96% | -8.2% |
| Q3 2022 | $2,995,000 | -1.7% | 45,307 | +4.4% | 2.14% | +23.3% |
| Q2 2022 | $3,046,000 | -8.5% | 43,384 | +1.1% | 1.73% | +8.9% |
| Q1 2022 | $3,329,000 | -9.1% | 42,912 | -5.3% | 1.59% | -6.0% |
| Q4 2021 | $3,664,000 | +11.2% | 45,294 | +1.0% | 1.69% | -1.3% |
| Q3 2021 | $3,295,000 | -0.8% | 44,826 | -0.7% | 1.71% | -4.0% |
| Q2 2021 | $3,323,000 | -4.5% | 45,142 | -10.2% | 1.78% | -10.3% |
| Q1 2021 | $3,478,000 | -18.7% | 50,267 | -20.2% | 1.99% | -28.4% |
| Q4 2020 | $4,276,000 | +71.0% | 63,007 | +60.6% | 2.78% | +27.9% |
| Q3 2020 | $2,500,000 | +22.0% | 39,237 | +16.1% | 2.17% | -2.6% |
| Q2 2020 | $2,049,000 | +10.7% | 33,796 | -1.4% | 2.23% | -5.3% |
| Q1 2020 | $1,851,000 | -11.7% | 34,281 | +7.2% | 2.36% | +31.1% |
| Q4 2019 | $2,097,000 | – | 31,970 | – | 1.80% | – |
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% |