ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,280,983 | -0.5% | 142,041 | +2.2% | 1.90% | -2.2% |
Q2 2023 | $10,332,596 | +89.0% | 139,009 | +85.0% | 1.94% | +72.7% |
Q1 2023 | $5,467,111 | +1.3% | 75,159 | +0.4% | 1.12% | -2.8% |
Q4 2022 | $5,395,227 | +9.6% | 74,830 | +0.5% | 1.16% | -0.6% |
Q3 2022 | $4,923,000 | -47.4% | 74,483 | -44.1% | 1.16% | -44.5% |
Q2 2022 | $9,360,000 | -9.2% | 133,315 | +0.3% | 2.10% | -6.2% |
Q1 2022 | $10,308,000 | – | 132,885 | – | 2.24% | – |
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% |