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 | $1,956,415 | -14.3% | 27,282 | -10.5% | 1.54% | -17.7% |
Q2 2023 | $2,282,666 | -21.9% | 30,468 | -24.2% | 1.87% | -28.9% |
Q1 2023 | $2,922,655 | +49277.5% | 40,179 | -50.7% | 2.63% | -23.1% |
Q4 2022 | $5,919 | -99.9% | 81,433 | +9.9% | 3.43% | +27.8% |
Q3 2022 | $5,165,000 | -41.7% | 74,119 | -32.3% | 2.68% | -21.4% |
Q2 2022 | $8,862,000 | +55.3% | 109,538 | +46.5% | 3.41% | +21.5% |
Q1 2022 | $5,708,000 | -35.6% | 74,790 | -31.7% | 2.81% | -17.7% |
Q4 2021 | $8,862,000 | – | 109,538 | – | 3.41% | – |
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% |