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 | $1,851,408 | -35.1% | 25,579 | -33.3% | 0.49% | -34.1% |
Q2 2023 | $2,850,984 | +0.7% | 38,356 | -1.4% | 0.74% | -5.1% |
Q1 2023 | $2,830,473 | +1.0% | 38,912 | +0.1% | 0.78% | -4.9% |
Q4 2022 | $2,802,344 | -3.2% | 38,867 | -11.2% | 0.82% | -10.7% |
Q3 2022 | $2,894,000 | -8.0% | 43,786 | -2.2% | 0.92% | -6.5% |
Q2 2022 | $3,145,000 | +29.8% | 44,792 | +43.4% | 0.99% | +51.9% |
Q1 2022 | $2,423,000 | -4.3% | 31,232 | -0.2% | 0.65% | -38.2% |
Q4 2021 | $2,532,000 | – | 31,295 | – | 1.05% | – |
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% |