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 | $5,193,461 | -6.0% | 71,733 | -3.5% | 4.98% | -2.2% |
| Q2 2023 | $5,527,328 | +12.1% | 74,362 | +9.7% | 5.10% | +16.8% |
| Q1 2023 | $4,928,662 | -26.5% | 67,757 | -27.1% | 4.36% | -40.4% |
| Q4 2022 | $6,704,675 | -99.9% | 92,991 | -17.9% | 7.32% | -25.5% |
| Q3 2022 | $7,484,732,000 | +94237.4% | 113,210 | +0.2% | 9.81% | -22.9% |
| Q2 2022 | $7,934,000 | +12.4% | 113,006 | +24.2% | 12.73% | +51.3% |
| Q1 2022 | $7,058,000 | -99.9% | 90,986 | +4.5% | 8.41% | +28.9% |
| Q4 2021 | $7,044,860,000 | – | 87,081 | – | 6.53% | – |
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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% |