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 | $339,135 | -44.3% | 4,685 | -42.8% | 0.17% | -42.9% |
| Q2 2023 | $608,427 | -6.9% | 8,185 | -8.9% | 0.30% | -6.2% |
| Q1 2023 | $653,329 | +42.4% | 8,981 | +41.1% | 0.32% | +35.1% |
| Q4 2022 | $458,779 | +0.8% | 6,363 | -7.6% | 0.24% | -10.2% |
| Q3 2022 | $455,000 | +39.6% | 6,884 | +48.7% | 0.27% | +43.0% |
| Q2 2022 | $326,000 | -56.5% | 4,629 | -52.1% | 0.19% | -54.2% |
| Q1 2022 | $749,000 | -15.4% | 9,659 | -11.7% | 0.41% | -55.2% |
| Q4 2021 | $885,000 | – | 10,935 | – | 0.91% | – |
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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% |