ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,523,457 | -19.1% | 48,680 | -16.9% | 0.03% | -15.2% |
Q2 2023 | $4,356,629 | +1.9% | 58,612 | -0.3% | 0.03% | 0.0% |
Q1 2023 | $4,275,074 | -0.8% | 58,772 | -1.6% | 0.03% | -5.7% |
Q4 2022 | $4,307,830 | +9.7% | 59,748 | +0.6% | 0.04% | +2.9% |
Q3 2022 | $3,926,000 | -8.6% | 59,388 | -3.0% | 0.03% | -2.9% |
Q2 2022 | $4,296,000 | -9.4% | 61,194 | +0.1% | 0.04% | +9.4% |
Q1 2022 | $4,741,000 | -7.4% | 61,124 | -3.4% | 0.03% | -3.0% |
Q4 2021 | $5,119,000 | +3.5% | 63,280 | -5.9% | 0.03% | -5.7% |
Q3 2021 | $4,944,000 | -2.4% | 67,252 | -2.3% | 0.04% | -2.8% |
Q2 2021 | $5,067,000 | +2.4% | 68,834 | -3.8% | 0.04% | -5.3% |
Q1 2021 | $4,949,000 | +6.7% | 71,528 | +4.7% | 0.04% | +2.7% |
Q4 2020 | $4,637,000 | -13.5% | 68,317 | -18.8% | 0.04% | -22.9% |
Q3 2020 | $5,360,000 | +19.0% | 84,104 | +13.2% | 0.05% | +9.1% |
Q2 2020 | $4,505,000 | +6.3% | 74,303 | -5.3% | 0.04% | -13.7% |
Q1 2020 | $4,237,000 | +57.6% | 78,433 | +91.4% | 0.05% | +96.2% |
Q4 2019 | $2,689,000 | +6.9% | 40,983 | +4.4% | 0.03% | 0.0% |
Q3 2019 | $2,516,000 | +128.9% | 39,258 | +120.5% | 0.03% | +116.7% |
Q2 2019 | $1,099,000 | +69.1% | 17,802 | +61.0% | 0.01% | +50.0% |
Q1 2019 | $650,000 | +65.0% | 11,057 | +59.9% | 0.01% | +60.0% |
Q3 2018 | $394,000 | – | 6,915 | – | 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% |