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 | $702,231 | -2.2% | 9,702 | +0.4% | 0.38% | +30.7% |
| Q2 2023 | $718,102 | -4.6% | 9,661 | -6.6% | 0.29% | -32.8% |
| Q1 2023 | $752,786 | -2.4% | 10,349 | -3.3% | 0.43% | -24.0% |
| Q4 2022 | $771,686 | +1.5% | 10,703 | -6.8% | 0.56% | -15.1% |
| Q3 2022 | $760,000 | -10.8% | 11,490 | -5.3% | 0.66% | -9.6% |
| Q2 2022 | $852,000 | -12.6% | 12,136 | -3.5% | 0.73% | +11.2% |
| Q1 2022 | $975,000 | +1.7% | 12,575 | +6.1% | 0.66% | -7.8% |
| Q4 2021 | $959,000 | – | 11,856 | – | 0.71% | – |
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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% |