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 | $214,604 | -20.5% | 2,964,965 | -18.4% | 1.32% | -21.2% |
| Q2 2023 | $270,025 | +2.3% | 3,632,789 | +0.1% | 1.67% | -6.4% |
| Q1 2023 | $263,888 | +26.0% | 3,627,824 | +24.9% | 1.78% | +15.6% |
| Q4 2022 | $209,356 | -99.9% | 2,903,690 | -3.1% | 1.54% | -2.0% |
| Q3 2022 | $197,976,000 | -5.1% | 2,995,099 | +0.8% | 1.57% | -2.7% |
| Q2 2022 | $208,641,000 | -9.9% | 2,971,664 | -0.4% | 1.62% | -1.6% |
| Q1 2022 | $231,499,000 | +8.2% | 2,984,385 | +12.8% | 1.64% | +9.0% |
| Q4 2021 | $213,984,000 | +58.2% | 2,645,044 | +43.9% | 1.51% | +39.7% |
| Q2 2021 | $135,291,000 | 0.0% | 1,837,947 | 0.0% | 1.08% | 0.0% |
| Q1 2021 | $135,291,000 | 0.0% | 1,837,947 | 0.0% | 1.08% | 0.0% |
| Q4 2020 | $135,291,000 | 0.0% | 1,837,947 | 0.0% | 1.08% | 0.0% |
| Q3 2020 | $135,291,000 | 0.0% | 1,837,947 | 0.0% | 1.08% | 0.0% |
| Q2 2020 | $135,291,000 | 0.0% | 1,837,947 | 0.0% | 1.08% | 0.0% |
| Q1 2020 | $135,291,000 | 0.0% | 1,837,947 | 0.0% | 1.08% | 0.0% |
| Q4 2019 | $135,291,000 | 0.0% | 1,837,947 | 0.0% | 1.08% | 0.0% |
| Q3 2019 | $135,291,000 | 0.0% | 1,837,947 | 0.0% | 1.08% | 0.0% |
| Q2 2019 | $135,291,000 | 0.0% | 1,837,947 | 0.0% | 1.08% | 0.0% |
| Q1 2019 | $135,291,000 | +341.1% | 1,837,947 | +214.0% | 1.08% | +40.7% |
| Q4 2018 | $30,672,000 | +27.7% | 585,342 | +39.0% | 0.77% | +25.0% |
| Q3 2018 | $24,026,000 | +20.4% | 421,210 | +12.2% | 0.61% | -6.7% |
| Q2 2018 | $19,959,000 | +18.1% | 375,452 | +15.3% | 0.66% | -2.2% |
| Q1 2018 | $16,906,000 | +14.3% | 325,560 | +16.2% | 0.67% | +2.3% |
| Q4 2017 | $14,792,000 | +10.4% | 280,251 | +5.3% | 0.66% | +3.8% |
| Q3 2017 | $13,399,000 | +74.5% | 266,173 | +69.7% | 0.63% | +61.1% |
| Q2 2017 | $7,677,000 | +15.4% | 156,893 | +12.6% | 0.39% | +4.5% |
| Q1 2017 | $6,650,000 | -25.0% | 139,350 | -29.0% | 0.38% | -30.9% |
| Q4 2016 | $8,871,000 | +26.6% | 196,177 | +27.2% | 0.54% | +12.4% |
| Q3 2016 | $7,009,000 | +18.3% | 154,273 | +20.3% | 0.48% | +12.0% |
| Q2 2016 | $5,927,000 | +155.4% | 128,258 | +142.8% | 0.43% | +111.8% |
| Q1 2016 | $2,321,000 | +605.5% | 52,834 | +572.4% | 0.20% | +537.5% |
| Q4 2015 | $329,000 | – | 7,858 | – | 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% |