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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $241,319 | +4.0% | 3,347 | -4.5% | 0.03% | -5.6% |
| Q3 2022 | $232,000 | -6.5% | 3,504 | -0.7% | 0.04% | +2.9% |
| Q2 2022 | $248,000 | -9.5% | 3,530 | 0.0% | 0.04% | -5.4% |
| Q1 2022 | $274,000 | -7.7% | 3,530 | -3.8% | 0.04% | 0.0% |
| Q4 2021 | $297,000 | -17.7% | 3,668 | -25.3% | 0.04% | -22.9% |
| Q3 2021 | $361,000 | -33.0% | 4,913 | -32.9% | 0.05% | -32.4% |
| Q2 2021 | $539,000 | -31.7% | 7,317 | -35.8% | 0.07% | -34.9% |
| Q1 2021 | $789,000 | -67.5% | 11,405 | -68.1% | 0.11% | -69.9% |
| Q4 2020 | $2,431,000 | -86.2% | 35,808 | -87.0% | 0.36% | -87.3% |
| Q3 2020 | $17,600,000 | +13.8% | 276,166 | +8.2% | 2.84% | +3.5% |
| Q2 2020 | $15,470,000 | +19.8% | 255,159 | +6.7% | 2.74% | -0.3% |
| Q1 2020 | $12,915,000 | -63.5% | 239,118 | -55.7% | 2.75% | -54.2% |
| Q4 2019 | $35,391,000 | +3.6% | 539,497 | +1.2% | 6.01% | -4.1% |
| Q3 2019 | $34,163,000 | +109.8% | 532,964 | +102.0% | 6.26% | +100.3% |
| Q2 2019 | $16,286,000 | – | 263,830 | – | 3.13% | – |
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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% |