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 | $459,686 | +1.7% | 6,351 | +4.4% | 0.06% | +6.9% |
| Q2 2023 | $452,001 | +1.1% | 6,081 | -1.1% | 0.06% | 0.0% |
| Q1 2023 | $447,206 | +114274.9% | 6,148 | +13.4% | 0.06% | +9.4% |
| Q4 2022 | $391 | -99.9% | 5,420 | +11.6% | 0.05% | +12.8% |
| Q3 2022 | $321,000 | -7.5% | 4,855 | -1.9% | 0.05% | 0.0% |
| Q2 2022 | $347,000 | -35.7% | 4,950 | -28.8% | 0.05% | -25.4% |
| Q1 2022 | $540,000 | -8.2% | 6,952 | -4.2% | 0.06% | +3.3% |
| Q4 2021 | $588,000 | +20.2% | 7,257 | +8.9% | 0.06% | +10.9% |
| Q3 2021 | $489,000 | -11.1% | 6,662 | -10.9% | 0.06% | -8.3% |
| Q2 2021 | $550,000 | -33.7% | 7,477 | -37.6% | 0.06% | -36.8% |
| Q1 2021 | $830,000 | -68.3% | 11,984 | -68.9% | 0.10% | -69.2% |
| Q4 2020 | $2,618,000 | -26.9% | 38,575 | -31.4% | 0.31% | -34.5% |
| Q3 2020 | $3,582,000 | +0.3% | 56,206 | -4.6% | 0.47% | -7.1% |
| Q2 2020 | $3,572,000 | +18.8% | 58,904 | +5.8% | 0.51% | +1.2% |
| Q1 2020 | $3,007,000 | +2.6% | 55,682 | +24.6% | 0.50% | +33.7% |
| Q4 2019 | $2,931,000 | +34.3% | 44,687 | +31.2% | 0.37% | +26.4% |
| Q3 2019 | $2,183,000 | +4.7% | 34,050 | +0.8% | 0.30% | +3.1% |
| Q2 2019 | $2,085,000 | +94.1% | 33,770 | +84.8% | 0.29% | +86.4% |
| Q1 2019 | $1,074,000 | +12.6% | 18,270 | +0.4% | 0.15% | 0.0% |
| Q4 2018 | $954,000 | -8.1% | 18,205 | 0.0% | 0.15% | +6.2% |
| Q3 2018 | $1,038,000 | +4.0% | 18,205 | -3.0% | 0.14% | +0.7% |
| Q2 2018 | $998,000 | -52.2% | 18,765 | -53.3% | 0.14% | -52.2% |
| Q1 2018 | $2,088,000 | -57.7% | 40,215 | -57.0% | 0.30% | -55.7% |
| Q4 2017 | $4,934,000 | -10.3% | 93,482 | -14.5% | 0.68% | -15.1% |
| Q3 2017 | $5,503,000 | +1.9% | 109,310 | -1.0% | 0.80% | 0.0% |
| Q2 2017 | $5,402,000 | -19.5% | 110,405 | -21.5% | 0.80% | -20.9% |
| Q1 2017 | $6,711,000 | -0.6% | 140,631 | -5.8% | 1.01% | +2.5% |
| Q4 2016 | $6,751,000 | -61.3% | 149,295 | -61.2% | 0.99% | -61.2% |
| Q3 2016 | $17,461,000 | -25.2% | 384,357 | -23.9% | 2.54% | -25.7% |
| Q2 2016 | $23,335,000 | +19.6% | 504,978 | +13.7% | 3.42% | +12.3% |
| Q1 2016 | $19,512,000 | – | 444,175 | – | 3.05% | – |
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% |