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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $6,496,456 | +4.9% | 88,435 | +2.2% | 1.35% | -5.8% |
Q4 2022 | $6,193,312 | +7.3% | 86,499 | -0.9% | 1.43% | -6.8% |
Q3 2022 | $5,771,000 | -8.8% | 87,306 | -3.2% | 1.54% | +14.1% |
Q2 2022 | $6,330,000 | -12.8% | 90,153 | -3.7% | 1.35% | +3.6% |
Q1 2022 | $7,262,000 | -1.8% | 93,624 | +2.4% | 1.30% | +0.5% |
Q4 2021 | $7,396,000 | +5.3% | 91,425 | -0.1% | 1.29% | -0.2% |
Q3 2021 | $7,027,000 | +955.1% | 91,498 | +951.7% | 1.30% | +714.5% |
Q2 2021 | $666,000 | -10.0% | 8,700 | -15.5% | 0.16% | -15.4% |
Q1 2021 | $740,000 | +25.6% | 10,291 | +18.5% | 0.19% | -28.5% |
Q4 2020 | $589,000 | -10.6% | 8,684 | -11.6% | 0.26% | -18.6% |
Q3 2020 | $659,000 | -70.2% | 9,822 | -71.5% | 0.32% | -61.7% |
Q2 2020 | $2,210,000 | – | 34,426 | – | 0.84% | – |
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% |