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 | $403,809 | -14.7% | 5,579 | -12.4% | 0.02% | -10.0% |
| Q2 2023 | $473,334 | -10.8% | 6,368 | -12.7% | 0.02% | -16.7% |
| Q1 2023 | $530,348 | +43300.0% | 7,291 | -57.0% | 0.02% | -27.3% |
| Q4 2022 | $1,222 | -99.8% | 16,948 | +93.2% | 0.03% | -15.4% |
| Q3 2022 | $580,000 | +13.5% | 8,771 | +20.5% | 0.04% | +2.6% |
| Q2 2022 | $511,000 | -43.9% | 7,277 | -38.0% | 0.04% | -24.0% |
| Q1 2022 | $911,000 | -14.5% | 11,735 | -10.9% | 0.05% | -7.4% |
| Q4 2021 | $1,066,000 | +1.7% | 13,177 | -7.6% | 0.05% | -6.9% |
| Q3 2021 | $1,048,000 | -2.8% | 14,260 | -2.6% | 0.06% | -1.7% |
| Q2 2021 | $1,078,000 | +4.6% | 14,647 | -1.7% | 0.06% | -3.3% |
| Q1 2021 | $1,031,000 | +10.0% | 14,896 | +7.9% | 0.06% | +5.2% |
| Q4 2020 | $937,000 | +43.9% | 13,808 | +35.2% | 0.06% | +26.1% |
| Q3 2020 | $651,000 | +7.1% | 10,214 | +1.9% | 0.05% | +2.2% |
| Q2 2020 | $608,000 | +13.6% | 10,027 | +1.3% | 0.04% | -13.5% |
| Q1 2020 | $535,000 | -27.8% | 9,896 | -12.4% | 0.05% | -20.0% |
| Q4 2019 | $741,000 | +108.1% | 11,297 | +103.1% | 0.06% | +91.2% |
| Q3 2019 | $356,000 | +2.9% | 5,563 | -0.9% | 0.03% | +3.0% |
| Q2 2019 | $346,000 | -35.3% | 5,612 | -38.3% | 0.03% | -37.7% |
| Q1 2019 | $535,000 | – | 9,096 | – | 0.05% | – |
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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% |