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 | $813,624 | -16.1% | 11,241 | -13.9% | 0.21% | -13.5% |
| Q2 2023 | $970,304 | -13.4% | 13,054 | -15.2% | 0.24% | -13.2% |
| Q1 2023 | $1,120,341 | +88324.7% | 15,402 | -12.3% | 0.28% | -11.6% |
| Q4 2022 | $1,267 | -99.9% | 17,570 | -0.3% | 0.32% | -3.9% |
| Q3 2022 | $1,165,000 | -10.7% | 17,620 | -5.1% | 0.33% | -4.3% |
| Q2 2022 | $1,304,000 | -16.0% | 18,570 | -7.2% | 0.35% | -3.9% |
| Q1 2022 | $1,552,000 | -13.9% | 20,012 | -10.2% | 0.36% | -15.1% |
| Q4 2021 | $1,802,000 | -1.6% | 22,273 | -10.6% | 0.42% | -17.2% |
| Q3 2021 | $1,831,000 | -3.1% | 24,911 | -2.9% | 0.51% | -3.4% |
| Q2 2021 | $1,889,000 | +14.1% | 25,661 | +7.3% | 0.53% | +6.4% |
| Q1 2021 | $1,655,000 | +30.8% | 23,924 | +28.4% | 0.50% | +18.9% |
| Q4 2020 | $1,265,000 | +49.5% | 18,635 | +40.3% | 0.42% | +28.1% |
| Q3 2020 | $846,000 | +58.1% | 13,281 | +50.5% | 0.33% | +40.3% |
| Q2 2020 | $535,000 | +52.0% | 8,822 | +35.3% | 0.23% | +40.4% |
| Q1 2020 | $352,000 | – | 6,520 | – | 0.17% | – |
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% |