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 | $87,145 | -2.6% | 1,204 | 0.0% | 0.05% | +1.9% |
| Q2 2023 | $89,492 | +2.2% | 1,204 | 0.0% | 0.05% | -7.1% |
| Q1 2023 | $87,578 | +0.9% | 1,204 | 0.0% | 0.06% | -12.5% |
| Q4 2022 | $86,807 | +8.5% | 1,204 | 0.0% | 0.06% | +8.5% |
| Q3 2022 | $80,000 | -5.9% | 1,204 | 0.0% | 0.06% | -1.7% |
| Q2 2022 | $85,000 | -8.6% | 1,204 | +0.3% | 0.06% | +11.1% |
| Q1 2022 | $93,000 | -4.1% | 1,200 | 0.0% | 0.05% | +1.9% |
| Q4 2021 | $97,000 | +10.2% | 1,200 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $88,000 | 0.0% | 1,200 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $88,000 | +6.0% | 1,200 | 0.0% | 0.05% | -3.6% |
| Q1 2021 | $83,000 | -5.7% | 1,200 | -7.5% | 0.06% | -12.7% |
| Q4 2020 | $88,000 | +6.0% | 1,297 | 0.0% | 0.06% | -7.4% |
| Q3 2020 | $83,000 | +5.1% | 1,297 | 0.0% | 0.07% | -8.1% |
| Q2 2020 | $79,000 | +12.9% | 1,297 | 0.0% | 0.07% | -8.6% |
| Q1 2020 | $70,000 | -17.6% | 1,297 | 0.0% | 0.08% | +1.2% |
| Q4 2019 | $85,000 | – | 1,297 | – | 0.08% | – |
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% |