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 | $4,992,232 | -1.9% | 68,973 | +0.8% | 2.59% | -0.4% |
| Q2 2023 | $5,087,036 | +5.4% | 68,439 | +3.1% | 2.60% | -6.2% |
| Q1 2023 | $4,826,431 | +1.4% | 66,352 | +0.5% | 2.78% | -5.0% |
| Q4 2022 | $4,759,487 | +11.2% | 66,012 | +1.9% | 2.92% | -1.7% |
| Q3 2022 | $4,281,000 | -5.3% | 64,760 | +0.7% | 2.97% | -3.4% |
| Q2 2022 | $4,521,000 | -10.4% | 64,328 | -1.2% | 3.08% | +0.3% |
| Q1 2022 | $5,047,000 | +5.0% | 65,093 | +2.0% | 3.06% | -0.4% |
| Q4 2021 | $4,806,000 | – | 63,839 | – | 3.08% | – |
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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% |