ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,972,000 | -34.8% | 24,376 | -48.6% | 0.04% | -30.6% |
| Q3 2020 | $3,023,000 | +1.8% | 47,437 | -3.2% | 0.06% | -4.6% |
| Q2 2020 | $2,971,000 | -27.2% | 49,002 | -35.2% | 0.06% | -48.8% |
| Q1 2020 | $4,083,000 | -71.1% | 75,588 | -64.9% | 0.13% | -70.5% |
| Q4 2019 | $14,146,000 | -77.8% | 215,640 | -78.3% | 0.43% | -79.6% |
| Q3 2019 | $63,837,000 | +5.0% | 995,902 | +1.1% | 2.11% | +1.0% |
| Q2 2019 | $60,791,000 | -6.0% | 984,791 | -10.5% | 2.09% | -13.0% |
| Q1 2019 | $64,698,000 | +88.9% | 1,100,301 | +68.3% | 2.41% | +79.4% |
| Q4 2018 | $34,252,000 | -25.6% | 653,655 | -19.1% | 1.34% | -14.6% |
| Q3 2018 | $46,068,000 | +12.3% | 807,642 | +4.7% | 1.57% | +6.8% |
| Q2 2018 | $41,023,000 | – | 771,686 | – | 1.47% | – |
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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% |