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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $34,051,194 | +10.7% | 472,229 | +1.5% | 8.11% | -7.6% |
| Q3 2022 | $30,747,000 | -14.5% | 465,068 | -9.2% | 8.78% | -13.6% |
| Q2 2022 | $35,948,000 | -12.0% | 511,989 | -2.7% | 10.16% | -8.7% |
| Q1 2022 | $40,831,000 | -6.9% | 526,309 | -3.0% | 11.13% | +12.5% |
| Q4 2021 | $43,875,000 | -3.2% | 542,328 | -12.1% | 9.89% | -13.0% |
| Q3 2021 | $45,337,000 | -20.6% | 616,741 | -20.5% | 11.37% | -22.6% |
| Q2 2021 | $57,080,000 | +6.6% | 775,429 | +0.2% | 14.70% | -1.5% |
| Q1 2021 | $53,542,000 | -31.4% | 773,832 | -32.7% | 14.93% | -40.1% |
| Q4 2020 | $78,022,000 | – | 1,149,482 | – | 24.92% | – |
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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% |