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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $292,271 | +2.4% | 3,932 | +0.2% | 0.06% | -3.2% |
| Q1 2023 | $285,510 | -5.0% | 3,925 | -5.8% | 0.06% | -10.0% |
| Q4 2022 | $300,478 | +6.9% | 4,168 | -1.9% | 0.07% | -1.4% |
| Q3 2022 | $281,000 | -7.6% | 4,247 | -2.1% | 0.07% | -4.1% |
| Q2 2022 | $304,000 | -11.1% | 4,336 | -1.7% | 0.07% | -15.9% |
| Q1 2022 | $342,000 | -5.8% | 4,412 | -1.8% | 0.09% | -8.3% |
| Q4 2021 | $363,000 | +0.3% | 4,491 | -8.9% | 0.10% | -8.6% |
| Q3 2021 | $362,000 | -4.2% | 4,929 | 0.0% | 0.10% | -3.7% |
| Q2 2021 | $378,000 | -14.3% | 4,929 | -22.7% | 0.11% | -21.6% |
| Q1 2021 | $441,000 | -55.7% | 6,379 | -56.5% | 0.14% | -57.8% |
| Q4 2020 | $996,000 | – | 14,667 | – | 0.33% | – |
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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% |