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 | $418,646 | +21.9% | 5,784 | +25.1% | 0.09% | +20.3% |
| Q2 2023 | $343,553 | +23.0% | 4,622 | +20.4% | 0.07% | -6.3% |
| Q1 2023 | $279,249 | -54.1% | 3,839 | -54.5% | 0.08% | -56.8% |
| Q4 2022 | $608,019 | +340.6% | 8,433 | +330.0% | 0.18% | +381.6% |
| Q2 2022 | $138,000 | +1.5% | 1,961 | +12.2% | 0.04% | +8.6% |
| Q1 2022 | $136,000 | -8.1% | 1,747 | -4.4% | 0.04% | -2.8% |
| Q4 2021 | $148,000 | – | 1,827 | – | 0.04% | – |
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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% |