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 | $1,416,477 | +0.1% | 19,570 | +2.8% | 1.03% | -1.0% |
| Q2 2023 | $1,415,169 | -9.2% | 19,039 | -11.1% | 1.04% | -11.2% |
| Q1 2023 | $1,558,527 | -3.2% | 21,426 | -4.0% | 1.17% | -11.0% |
| Q4 2022 | $1,609,488 | +28.5% | 22,323 | +17.8% | 1.32% | +15.7% |
| Q3 2022 | $1,253,000 | -13.0% | 18,957 | -5.6% | 1.14% | -7.6% |
| Q2 2022 | $1,440,000 | -99.9% | 20,080 | -7.9% | 1.23% | -8.8% |
| Q1 2022 | $1,690,405,000 | +114581.5% | 21,792 | +9.9% | 1.35% | +6.3% |
| Q4 2021 | $1,474,000 | – | 19,830 | – | 1.27% | – |
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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% |