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 | $547,000 | -23.6% | 6,766 | -30.6% | 0.04% | -25.0% |
| Q3 2021 | $716,000 | -3.1% | 9,746 | -2.9% | 0.06% | -4.8% |
| Q2 2021 | $739,000 | -0.1% | 10,034 | -6.1% | 0.06% | +6.8% |
| Q1 2021 | $740,000 | -16.5% | 10,691 | -18.1% | 0.06% | -23.4% |
| Q4 2020 | $886,000 | -2.2% | 13,053 | -8.2% | 0.08% | -52.5% |
| Q3 2020 | $906,000 | -27.9% | 14,219 | -31.4% | 0.16% | -32.5% |
| Q2 2020 | $1,257,000 | -17.9% | 20,729 | -26.9% | 0.24% | -26.6% |
| Q1 2020 | $1,531,000 | +58.5% | 28,354 | +92.5% | 0.33% | +68.6% |
| Q4 2019 | $966,000 | +33.8% | 14,727 | +30.7% | 0.19% | +37.6% |
| Q3 2019 | $722,000 | +168.4% | 11,269 | +159.0% | 0.14% | +206.5% |
| Q2 2019 | $269,000 | – | 4,351 | – | 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% |