ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,708 | -4.3% | 949 | -1.8% | 0.00% | 0.0% |
| Q2 2023 | $71,803 | -4.2% | 966 | -6.3% | 0.00% | 0.0% |
| Q1 2023 | $74,964 | -5.6% | 1,031 | -6.4% | 0.00% | -33.3% |
| Q4 2022 | $79,415 | +10.3% | 1,101 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $72,000 | -10.0% | 1,096 | -3.9% | 0.00% | +50.0% |
| Q2 2022 | $80,000 | -17.5% | 1,141 | -8.5% | 0.00% | -33.3% |
| Q1 2022 | $97,000 | +18.3% | 1,247 | +23.5% | 0.00% | +50.0% |
| Q4 2021 | $82,000 | +6.5% | 1,010 | -3.7% | 0.00% | 0.0% |
| Q3 2021 | $77,000 | -15.4% | 1,049 | -15.3% | 0.00% | 0.0% |
| Q2 2021 | $91,000 | -29.5% | 1,238 | -33.7% | 0.00% | -33.3% |
| Q1 2021 | $129,000 | -3.7% | 1,867 | -5.2% | 0.00% | 0.0% |
| Q4 2020 | $134,000 | -17.8% | 1,970 | -23.0% | 0.00% | -50.0% |
| Q3 2020 | $163,000 | -65.2% | 2,560 | -66.8% | 0.01% | -62.5% |
| Q2 2020 | $468,000 | +3.3% | 7,716 | -8.0% | 0.02% | -27.3% |
| Q1 2020 | $453,000 | +81.9% | 8,384 | +121.4% | 0.02% | +10.0% |
| Q4 2019 | $249,000 | +632.4% | 3,786 | +621.1% | 0.02% | +566.7% |
| Q3 2019 | $34,000 | – | 525 | – | 0.00% | – |
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% |