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 | $2,715,109 | +11.1% | 37,512 | +14.1% | 0.93% | +10.6% |
| Q2 2023 | $2,444,276 | +13.5% | 32,884 | +11.2% | 0.84% | +13.0% |
| Q1 2023 | $2,153,362 | -6.1% | 29,575 | -7.0% | 0.74% | -15.5% |
| Q4 2022 | $2,292,147 | +18.5% | 31,791 | +8.9% | 0.88% | -1.5% |
| Q3 2022 | $1,934,000 | +190.8% | 29,204 | +38.8% | 0.89% | +378.5% |
| Q2 2022 | $665,000 | -49.5% | 21,041 | +26.1% | 0.19% | -70.4% |
| Q1 2022 | $1,318,000 | -5.2% | 16,692 | -2.9% | 0.63% | +10.0% |
| Q4 2021 | $1,391,000 | – | 17,192 | – | 0.57% | – |
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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% |