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 | $4,057,294 | -38.9% | 56,055 | -37.2% | 1.09% | -40.4% |
| Q2 2023 | $6,639,413 | -13.2% | 89,323 | -15.1% | 1.83% | -18.9% |
| Q1 2023 | $7,651,239 | +152042.4% | 105,186 | +50.8% | 2.26% | +35.5% |
| Q4 2022 | $5,029 | -99.9% | 69,752 | -0.8% | 1.67% | -15.1% |
| Q3 2022 | $4,646,000 | +10.7% | 70,282 | +17.6% | 1.97% | -1.6% |
| Q2 2022 | $4,197,000 | +97.8% | 59,771 | +118.5% | 2.00% | +155.7% |
| Q1 2022 | $2,122,000 | +23.8% | 27,361 | +29.2% | 0.78% | +11.6% |
| Q4 2021 | $1,714,000 | – | 21,182 | – | 0.70% | – |
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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% |