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 | $13,377,415 | -2.5% | 184,822 | +0.1% | 1.71% | +2.5% |
| Q2 2023 | $13,720,500 | +2.7% | 184,589 | +0.5% | 1.66% | -2.7% |
| Q1 2023 | $13,360,955 | +2.6% | 183,681 | +1.7% | 1.71% | -5.3% |
| Q4 2022 | $13,024,792 | +9.1% | 180,649 | -0.0% | 1.81% | -1.8% |
| Q3 2022 | $11,942,000 | -3.7% | 180,672 | +2.3% | 1.84% | +2.7% |
| Q2 2022 | $12,396,000 | -12.3% | 176,553 | -3.1% | 1.79% | +0.2% |
| Q1 2022 | $14,128,000 | -4.9% | 182,132 | -0.8% | 1.79% | 0.0% |
| Q4 2021 | $14,856,000 | +10.1% | 183,633 | +0.0% | 1.79% | 0.0% |
| Q3 2021 | $13,497,000 | -0.3% | 183,627 | -0.1% | 1.79% | -2.1% |
| Q2 2021 | $13,535,000 | +9.4% | 183,869 | +2.8% | 1.83% | +2.6% |
| Q1 2021 | $12,375,000 | +13.6% | 178,865 | +11.5% | 1.78% | +7.9% |
| Q4 2020 | $10,891,000 | +25.1% | 160,442 | +17.5% | 1.65% | +6.7% |
| Q3 2020 | $8,703,000 | +114.1% | 136,561 | +103.7% | 1.55% | +91.5% |
| Q2 2020 | $4,065,000 | – | 67,050 | – | 0.81% | – |
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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% |