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 | $652,578 | -3.0% | 9,016 | -0.4% | 0.47% | -17.0% |
Q2 2023 | $672,612 | -9.2% | 9,049 | -11.1% | 0.57% | -12.9% |
Q1 2023 | $740,784 | -26.6% | 10,184 | -27.2% | 0.65% | -32.2% |
Q4 2022 | $1,009,000 | -2.5% | 13,991 | -10.6% | 0.96% | -15.1% |
Q3 2022 | $1,035,000 | -9.2% | 15,658 | -3.6% | 1.13% | -1.1% |
Q2 2022 | $1,140,000 | -16.1% | 16,243 | -7.3% | 1.14% | -16.6% |
Q1 2022 | $1,359,000 | -14.7% | 17,525 | -11.0% | 1.37% | -10.6% |
Q4 2021 | $1,594,000 | – | 19,700 | – | 1.53% | – |
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% |