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 | $296,335 | -5.6% | 4,094 | -3.1% | 0.19% | -2.6% |
| Q2 2023 | $313,981 | +2.3% | 4,224 | +0.1% | 0.19% | -1.0% |
| Q1 2023 | $307,021 | +1.0% | 4,221 | +0.1% | 0.19% | -1.5% |
| Q4 2022 | $304,038 | +4.5% | 4,217 | -4.3% | 0.20% | -5.3% |
| Q3 2022 | $291,000 | -6.1% | 4,408 | 0.0% | 0.21% | -1.4% |
| Q2 2022 | $310,000 | -9.4% | 4,408 | +0.0% | 0.21% | +2.4% |
| Q1 2022 | $342,000 | -1.7% | 4,406 | +2.4% | 0.21% | 0.0% |
| Q4 2021 | $348,000 | +10.1% | 4,301 | +0.1% | 0.21% | +1.0% |
| Q3 2021 | $316,000 | 0.0% | 4,298 | +0.1% | 0.20% | +1.0% |
| Q2 2021 | $316,000 | +5.3% | 4,295 | -1.0% | 0.20% | -1.9% |
| Q1 2021 | $300,000 | -17.4% | 4,338 | -18.9% | 0.21% | -23.1% |
| Q4 2020 | $363,000 | – | 5,352 | – | 0.27% | – |
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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% |