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 | $394,532 | -11.3% | 5,422 | -9.4% | 0.15% | -10.2% |
| Q2 2023 | $444,762 | -31.8% | 5,984 | -33.3% | 0.17% | -29.5% |
| Q1 2023 | $652,092 | -23.0% | 8,965 | -23.7% | 0.24% | -20.5% |
| Q4 2022 | $846,710 | -99.9% | 11,744 | +3.6% | 0.30% | +6.0% |
| Q3 2022 | $749,404,000 | +93458.6% | 11,337 | -0.6% | 0.28% | -5.1% |
| Q2 2022 | $801,000 | -9.9% | 11,411 | -0.6% | 0.30% | +5.7% |
| Q1 2022 | $889,000 | -3.8% | 11,477 | +0.4% | 0.28% | -1.4% |
| Q4 2021 | $924,000 | -27.8% | 11,427 | -34.3% | 0.28% | -33.3% |
| Q3 2021 | $1,279,000 | – | 17,404 | – | 0.43% | – |
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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% |