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 | $2,319,410 | -3.5% | 32,477 | +0.6% | 0.00% | 0.0% |
Q2 2023 | $2,403,207 | +5.1% | 32,288 | +2.8% | 0.00% | -33.3% |
Q1 2023 | $2,285,891 | -0.8% | 31,417 | -1.7% | 0.01% | 0.0% |
Q4 2022 | $2,304,440 | +10.3% | 31,968 | -1.6% | 0.01% | -45.5% |
Q3 2022 | $2,089,000 | -5.2% | 32,488 | +3.5% | 0.01% | +10.0% |
Q2 2022 | $2,204,000 | -11.2% | 31,386 | -1.3% | 0.01% | +42.9% |
Q1 2022 | $2,481,000 | -17.6% | 31,798 | -14.5% | 0.01% | -30.0% |
Q4 2021 | $3,010,000 | – | 37,187 | – | 0.01% | – |
Download |
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% |