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 | $4,044,956 | -2.6% | 55,885 | 0.0% | 1.63% | +1.8% |
| Q2 2023 | $4,153,932 | +2.2% | 55,885 | 0.0% | 1.60% | -1.1% |
| Q1 2023 | $4,065,075 | +7.0% | 55,885 | +6.0% | 1.62% | +10.8% |
| Q4 2022 | $3,799,742 | +9.1% | 52,701 | 0.0% | 1.46% | +10.8% |
| Q3 2022 | $3,484,000 | -5.8% | 52,701 | 0.0% | 1.32% | +51.6% |
| Q2 2022 | $3,700,000 | -9.5% | 52,701 | 0.0% | 0.87% | 0.0% |
| Q1 2022 | $4,088,000 | -4.1% | 52,701 | 0.0% | 0.87% | -0.7% |
| Q4 2021 | $4,264,000 | +10.1% | 52,701 | 0.0% | 0.88% | +8.2% |
| Q3 2021 | $3,874,000 | -0.1% | 52,701 | 0.0% | 0.81% | +2.9% |
| Q2 2021 | $3,879,000 | +6.4% | 52,701 | 0.0% | 0.79% | +1.9% |
| Q1 2021 | $3,646,000 | +1.9% | 52,701 | 0.0% | 0.77% | +0.3% |
| Q4 2020 | $3,577,000 | +6.5% | 52,701 | 0.0% | 0.77% | +2.5% |
| Q3 2020 | $3,359,000 | +5.1% | 52,701 | 0.0% | 0.75% | +3.2% |
| Q2 2020 | $3,195,000 | +12.3% | 52,701 | 0.0% | 0.73% | +7.1% |
| Q1 2020 | $2,846,000 | -17.7% | 52,701 | 0.0% | 0.68% | -9.2% |
| Q4 2019 | $3,457,000 | +2.3% | 52,701 | 0.0% | 0.75% | -0.5% |
| Q3 2019 | $3,378,000 | +3.8% | 52,701 | 0.0% | 0.75% | +39.0% |
| Q2 2019 | $3,253,000 | +5.0% | 52,701 | 0.0% | 0.54% | +4.2% |
| Q1 2019 | $3,099,000 | – | 52,701 | – | 0.52% | – |
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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% |