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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,316,184 | -9.6% | 68,130 | -16.2% | 1.14% | -17.1% |
| Q3 2023 | $5,881,889 | -12.3% | 81,264 | -9.9% | 1.38% | -9.5% |
| Q2 2023 | $6,703,303 | -10.3% | 90,183 | -12.2% | 1.52% | -14.5% |
| Q1 2023 | $7,472,871 | +94914.3% | 102,734 | -5.8% | 1.78% | -6.6% |
| Q4 2022 | $7,865 | -99.9% | 109,077 | -6.3% | 1.91% | -4.8% |
| Q3 2022 | $7,698,000 | -7.3% | 116,458 | -1.5% | 2.00% | +1.7% |
| Q2 2022 | $8,300,000 | -34.0% | 118,213 | -27.1% | 1.97% | -16.3% |
| Q1 2022 | $12,583,000 | +8.7% | 162,222 | +13.4% | 2.35% | +14.7% |
| Q4 2021 | $11,574,000 | +11.6% | 143,076 | +1.4% | 2.05% | +1.9% |
| Q3 2021 | $10,368,000 | -1.0% | 141,063 | -0.9% | 2.02% | +0.2% |
| Q2 2021 | $10,478,000 | +3.1% | 142,344 | -3.1% | 2.01% | -4.6% |
| Q1 2021 | $10,162,000 | -25.2% | 146,870 | -26.6% | 2.11% | -29.2% |
| Q4 2020 | $13,588,000 | -10.7% | 200,177 | -16.1% | 2.98% | -23.1% |
| Q3 2020 | $15,213,000 | +2.5% | 238,707 | -2.5% | 3.87% | -4.9% |
| Q2 2020 | $14,841,000 | +11.8% | 244,786 | -0.4% | 4.07% | -6.3% |
| Q1 2020 | $13,273,000 | +1.8% | 245,745 | +23.7% | 4.35% | +24.2% |
| Q4 2019 | $13,033,000 | -9.6% | 198,666 | -11.7% | 3.50% | -18.4% |
| Q3 2019 | $14,425,000 | +66.9% | 225,042 | +60.7% | 4.29% | +64.2% |
| Q2 2019 | $8,644,000 | +55.0% | 140,034 | +47.7% | 2.61% | +53.2% |
| Q1 2019 | $5,575,000 | +1564.2% | 94,808 | +1383.0% | 1.70% | +1369.0% |
| Q4 2018 | $335,000 | – | 6,393 | – | 0.12% | – |
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% |