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 | $5,145,843 | -5.1% | 70,443 | -3.1% | 3.68% | -3.2% |
Q2 2023 | $5,422,355 | +2.3% | 72,715 | +0.6% | 3.80% | -5.8% |
Q1 2023 | $5,299,304 | +2.0% | 72,267 | +1.1% | 4.04% | +1.0% |
Q4 2022 | $5,195,016 | +13.0% | 71,468 | +2.8% | 4.00% | -0.3% |
Q3 2022 | $4,596,000 | -8.1% | 69,530 | -1.1% | 4.01% | -1.7% |
Q2 2022 | $4,999,000 | -15.2% | 70,335 | -10.8% | 4.08% | -11.9% |
Q1 2022 | $5,895,000 | +0.6% | 78,888 | +0.6% | 4.64% | +4.9% |
Q4 2021 | $5,857,000 | – | 78,432 | – | 4.42% | – |
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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% |