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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $311,256 | -23.5% | 4,317 | -29.9% | 0.26% | -22.6% |
| Q3 2022 | $407,000 | -12.8% | 6,161 | -7.6% | 0.34% | +3.1% |
| Q2 2022 | $467,000 | -14.0% | 6,665 | -4.9% | 0.33% | +1.2% |
| Q1 2022 | $543,000 | -5.2% | 7,005 | -1.2% | 0.32% | -3.3% |
| Q4 2021 | $573,000 | +6.9% | 7,090 | 0.0% | 0.33% | +2.5% |
| Q3 2021 | $536,000 | +8.7% | 7,090 | +7.2% | 0.33% | +3.5% |
| Q2 2021 | $493,000 | +3.1% | 6,611 | -4.5% | 0.32% | -1.6% |
| Q1 2021 | $478,000 | +1.9% | 6,921 | -0.7% | 0.32% | -6.7% |
| Q4 2020 | $469,000 | -1.7% | 6,967 | -6.8% | 0.34% | -20.0% |
| Q3 2020 | $477,000 | +34.4% | 7,479 | +27.6% | 0.43% | +16.3% |
| Q2 2020 | $355,000 | +7000.0% | 5,860 | +7317.7% | 0.37% | +9125.0% |
| Q4 2019 | $5,000 | – | 79 | – | 0.00% | – |
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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% |