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 | $1,399,907 | -42.0% | 19,341 | -40.5% | 0.53% | -41.1% |
| Q2 2023 | $2,415,656 | -8.6% | 32,499 | -10.6% | 0.90% | -16.5% |
| Q1 2023 | $2,643,667 | +13.1% | 36,344 | +12.1% | 1.08% | +6.1% |
| Q4 2022 | $2,336,564 | +4.9% | 32,407 | -3.8% | 1.02% | -3.1% |
| Q3 2022 | $2,227,000 | +15.0% | 33,690 | +22.1% | 1.05% | +21.3% |
| Q2 2022 | $1,937,000 | -13.6% | 27,594 | -4.5% | 0.87% | -2.5% |
| Q1 2022 | $2,241,000 | -12.3% | 28,890 | -8.6% | 0.89% | -14.3% |
| Q4 2021 | $2,556,000 | – | 31,594 | – | 1.04% | – |
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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% |