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 | $1,325,517 | -2.8% | 18,173 | -0.2% | 0.63% | 0.0% |
| Q2 2023 | $1,364,243 | -1.7% | 18,209 | -3.8% | 0.63% | -9.3% |
| Q1 2023 | $1,387,368 | +0.2% | 18,920 | +0.2% | 0.69% | -3.6% |
| Q4 2022 | $1,384,599 | +11.2% | 18,882 | +0.4% | 0.72% | -9.6% |
| Q3 2022 | $1,245,000 | -6.7% | 18,805 | +0.2% | 0.79% | +6.9% |
| Q2 2022 | $1,334,000 | -8.4% | 18,774 | +0.0% | 0.74% | +9.9% |
| Q1 2022 | $1,456,000 | -3.8% | 18,765 | +0.3% | 0.67% | +0.9% |
| Q4 2021 | $1,513,000 | +5.8% | 18,702 | -0.8% | 0.67% | +0.1% |
| Q3 2021 | $1,430,000 | +2.1% | 18,862 | -0.8% | 0.67% | -2.1% |
| Q2 2021 | $1,400,000 | +2.8% | 19,023 | +0.3% | 0.68% | 0.0% |
| Q1 2021 | $1,362,000 | +5.6% | 18,970 | -0.2% | 0.68% | -10.6% |
| Q4 2020 | $1,290,000 | +3.9% | 19,001 | -2.5% | 0.76% | -6.2% |
| Q3 2020 | $1,242,000 | -11.9% | 19,493 | -16.1% | 0.81% | -19.2% |
| Q2 2020 | $1,409,000 | +11.9% | 23,233 | -0.3% | 1.00% | -9.5% |
| Q1 2020 | $1,259,000 | -36.7% | 23,307 | -23.2% | 1.11% | -15.4% |
| Q4 2019 | $1,990,000 | +16.4% | 30,328 | +13.7% | 1.31% | +11.1% |
| Q3 2019 | $1,710,000 | +40.5% | 26,680 | +35.3% | 1.18% | +44.5% |
| Q2 2019 | $1,217,000 | +29.5% | 19,714 | +23.3% | 0.82% | +24.5% |
| Q1 2019 | $940,000 | +43.5% | 15,993 | +30.2% | 0.66% | +18.0% |
| Q4 2018 | $655,000 | – | 12,283 | – | 0.56% | – |
Download | ||||||
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% |