ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. 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 | $352,925 | -31.8% | 4,876 | -30.0% | 0.03% | -36.7% |
| Q2 2023 | $517,767 | +13.1% | 6,966 | +10.7% | 0.05% | -3.9% |
| Q1 2023 | $457,737 | -83.6% | 6,293 | -83.7% | 0.05% | -84.3% |
| Q4 2022 | $2,787,587 | +826.1% | 38,663 | +747.7% | 0.32% | +622.2% |
| Q3 2022 | $301,000 | -5.9% | 4,561 | 0.0% | 0.04% | -4.3% |
| Q2 2022 | $320,000 | -48.6% | 4,561 | -43.1% | 0.05% | -40.5% |
| Q1 2022 | $622,000 | +49.9% | 8,013 | +56.2% | 0.08% | +68.1% |
| Q4 2021 | $415,000 | -11.3% | 5,129 | -19.5% | 0.05% | -21.7% |
| Q3 2021 | $468,000 | 0.0% | 6,371 | +0.2% | 0.06% | -4.8% |
| Q2 2021 | $468,000 | +6.6% | 6,358 | +0.2% | 0.06% | +3.3% |
| Q1 2021 | $439,000 | +2.1% | 6,348 | +0.2% | 0.06% | -1.6% |
| Q4 2020 | $430,000 | +6.7% | 6,335 | +0.3% | 0.06% | -4.6% |
| Q3 2020 | $403,000 | +5.5% | 6,319 | +0.3% | 0.06% | 0.0% |
| Q2 2020 | $382,000 | +26.5% | 6,302 | +12.7% | 0.06% | +8.3% |
| Q1 2020 | $302,000 | – | 5,593 | – | 0.06% | – |
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% |