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 | $3,801,478 | -12.0% | 52,250 | -10.0% | 0.66% | +11.6% |
Q2 2023 | $4,317,495 | +71.8% | 58,086 | +68.1% | 0.59% | +46.4% |
Q1 2023 | $2,512,767 | +22.4% | 34,545 | +21.3% | 0.40% | +12.5% |
Q4 2022 | $2,053,011 | +51.7% | 28,475 | +39.1% | 0.36% | +37.9% |
Q3 2022 | $1,353,000 | +27.0% | 20,466 | +34.9% | 0.26% | +27.9% |
Q2 2022 | $1,065,000 | -10.7% | 15,170 | -1.3% | 0.20% | +3.0% |
Q1 2022 | $1,192,000 | -8.4% | 15,373 | -4.5% | 0.20% | -14.7% |
Q4 2021 | $1,302,000 | +204.9% | 16,098 | +177.3% | 0.23% | +176.2% |
Q3 2021 | $427,000 | 0.0% | 5,805 | -4.7% | 0.08% | +35.5% |
Q2 2021 | $427,000 | -56.0% | 6,090 | -56.6% | 0.06% | -58.9% |
Q1 2021 | $971,000 | +4.4% | 14,039 | +2.5% | 0.15% | -6.8% |
Q4 2020 | $930,000 | +79.2% | 13,697 | +68.1% | 0.16% | +51.4% |
Q3 2020 | $519,000 | +5.3% | 8,146 | +0.0% | 0.11% | -31.4% |
Q2 2020 | $493,000 | +62.7% | 8,142 | +45.1% | 0.16% | +23.8% |
Q1 2020 | $303,000 | -17.7% | 5,612 | 0.0% | 0.13% | +7.7% |
Q4 2019 | $368,000 | – | 5,612 | – | 0.12% | – |
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% |