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 | $2,015,928 | -38.2% | 27,852 | -43.6% | 1.08% | -43.5% |
| Q3 2022 | $3,263,000 | -37.2% | 49,368 | -26.3% | 1.92% | -32.5% |
| Q1 2022 | $5,195,000 | +0.1% | 66,965 | +4.4% | 2.84% | -3.2% |
| Q4 2021 | $5,189,000 | +18.8% | 64,142 | +8.0% | 2.93% | +12.5% |
| Q3 2021 | $4,367,000 | +5.4% | 59,414 | +5.5% | 2.61% | +0.6% |
| Q2 2021 | $4,145,000 | +17.4% | 56,307 | +10.3% | 2.59% | +11.2% |
| Q1 2021 | $3,531,000 | -66.1% | 51,038 | -66.8% | 2.33% | -41.7% |
| Q4 2020 | $10,427,000 | – | 153,598 | – | 4.00% | – |
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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% |