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 | $6,610,043 | +26.7% | 90,742 | +27.5% | 0.33% | -50.8% |
| Q2 2023 | $5,218,038 | -27.9% | 71,178 | -28.1% | 0.67% | +84.8% |
| Q1 2023 | $7,233,859 | -25.3% | 98,991 | -26.3% | 0.36% | -19.2% |
| Q4 2022 | $9,678,394 | +42.0% | 134,236 | +30.1% | 0.45% | +10.0% |
| Q3 2022 | $6,818,000 | +4.9% | 103,149 | +11.4% | 0.41% | +8.5% |
| Q2 2022 | $6,502,000 | -25.2% | 92,609 | -17.4% | 0.38% | +18.2% |
| Q1 2022 | $8,695,000 | -16.9% | 112,087 | -13.4% | 0.32% | -17.0% |
| Q4 2021 | $10,466,000 | – | 129,369 | – | 0.38% | – |
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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% |