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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $227,412 | -14.4% | 3,126 | -15.2% | 0.06% | -19.0% |
| Q4 2022 | $265,798 | +7.6% | 3,687 | -1.3% | 0.08% | -6.0% |
| Q3 2022 | $247,000 | +3.3% | 3,736 | +9.6% | 0.08% | +7.7% |
| Q2 2022 | $239,000 | +6.2% | 3,408 | +17.6% | 0.08% | +13.0% |
| Q1 2022 | $225,000 | +50.0% | 2,899 | +41.7% | 0.07% | +46.8% |
| Q3 2021 | $150,000 | -25.7% | 2,046 | -25.4% | 0.05% | -35.6% |
| Q2 2021 | $202,000 | -25.2% | 2,743 | -29.8% | 0.07% | -33.0% |
| Q1 2021 | $270,000 | -27.8% | 3,905 | -29.4% | 0.11% | -37.4% |
| Q4 2020 | $374,000 | – | 5,528 | – | 0.17% | – |
Download | ||||||
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% |