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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $815,361 | -13.8% | 11,265 | -11.5% | 0.04% | +13.2% |
| Q2 2023 | $946,221 | +0.7% | 12,730 | -1.4% | 0.04% | -9.5% |
| Q1 2023 | $939,292 | -14.7% | 12,913 | -15.4% | 0.04% | -16.0% |
| Q4 2022 | $1,100,823 | -10.8% | 15,268 | -18.2% | 0.05% | -10.7% |
| Q3 2022 | $1,234,000 | +5.0% | 18,671 | +11.5% | 0.06% | +24.4% |
| Q2 2022 | $1,175,000 | -17.3% | 16,738 | -8.6% | 0.04% | -21.1% |
| Q1 2022 | $1,420,000 | – | 18,312 | – | 0.06% | – |
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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% |