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 | $4,769,500 | +13.5% | 65,881 | +10.8% | 0.32% | -2.5% |
Q1 2023 | $4,200,928 | -20.8% | 59,435 | -19.2% | 0.32% | -20.5% |
Q4 2022 | $5,304,376 | -13.6% | 73,530 | -15.9% | 0.41% | -16.9% |
Q2 2022 | $6,138,000 | -13.2% | 87,420 | 0.0% | 0.49% | -7.3% |
Q4 2021 | $7,072,000 | +10.1% | 87,420 | 0.0% | 0.53% | -5.2% |
Q3 2021 | $6,425,000 | -13.0% | 87,420 | -18.1% | 0.56% | -2.9% |
Q1 2021 | $7,386,000 | +1.9% | 106,755 | 0.0% | 0.58% | -1.7% |
Q4 2020 | $7,247,000 | +6.6% | 106,755 | 0.0% | 0.59% | -7.3% |
Q3 2020 | $6,800,000 | – | 106,755 | – | 0.63% | – |
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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% |