ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,287 | +39.6% | 30,770 | +35.5% | 0.10% | +20.7% |
| Q4 2022 | $1,638 | -99.9% | 22,712 | -30.1% | 0.08% | -28.7% |
| Q3 2022 | $2,148,000 | +433.0% | 32,493 | +525.1% | 0.12% | +721.4% |
| Q1 2022 | $403,000 | -97.0% | 5,198 | -97.1% | 0.01% | -97.4% |
| Q3 2021 | $13,334,000 | +2383.1% | 181,416 | +2387.2% | 0.54% | +1885.2% |
| Q2 2021 | $537,000 | -84.3% | 7,294 | -85.3% | 0.03% | -85.4% |
| Q1 2021 | $3,425,000 | +97.9% | 49,495 | +94.1% | 0.18% | +56.8% |
| Q4 2020 | $1,731,000 | -50.3% | 25,498 | -53.3% | 0.12% | -54.3% |
| Q3 2020 | $3,481,000 | +574.6% | 54,627 | +459.1% | 0.26% | +448.9% |
| Q4 2017 | $516,000 | -92.3% | 9,771 | -93.4% | 0.05% | -88.6% |
| Q4 2016 | $6,707,000 | +1727.5% | 148,314 | +1737.2% | 0.41% | +1111.8% |
| Q3 2016 | $367,000 | – | 8,073 | – | 0.03% | – |
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% |