ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. 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 | $402,143 | -5.1% | 5,556 | -2.5% | 0.05% | -1.9% |
| Q2 2023 | $423,607 | +1.8% | 5,699 | -0.4% | 0.05% | -3.6% |
| Q1 2023 | $416,073 | +7.0% | 5,720 | +6.0% | 0.06% | -3.4% |
| Q4 2022 | $388,907 | +18.6% | 5,394 | +8.8% | 0.06% | +1.8% |
| Q3 2022 | $328,000 | -5.5% | 4,957 | +0.2% | 0.06% | 0.0% |
| Q2 2022 | $347,000 | -18.9% | 4,947 | -10.3% | 0.06% | -24.0% |
| Q1 2022 | $428,000 | -1.8% | 5,518 | +2.3% | 0.08% | -3.8% |
| Q4 2021 | $436,000 | +0.5% | 5,392 | -8.7% | 0.08% | -14.3% |
| Q3 2021 | $434,000 | +13.0% | 5,907 | +13.1% | 0.09% | +7.1% |
| Q2 2021 | $384,000 | -26.6% | 5,223 | -30.9% | 0.08% | -35.6% |
| Q1 2021 | $523,000 | +78.5% | 7,555 | +74.9% | 0.13% | -70.9% |
| Q4 2020 | $293,000 | -58.2% | 4,320 | -60.7% | 0.45% | +79.8% |
| Q3 2020 | $701,000 | +171.7% | 11,001 | +158.9% | 0.25% | -51.4% |
| Q2 2020 | $258,000 | -54.7% | 4,249 | -59.7% | 0.52% | +87.4% |
| Q1 2020 | $570,000 | -40.4% | 10,550 | -27.6% | 0.28% | -26.7% |
| Q4 2019 | $956,000 | +7.2% | 14,569 | +3.8% | 0.38% | +2.4% |
| Q3 2019 | $892,000 | -28.1% | 14,037 | -28.6% | 0.37% | -31.5% |
| Q2 2019 | $1,241,000 | +134.2% | 19,666 | +118.0% | 0.54% | +120.0% |
| Q1 2019 | $530,000 | +53.2% | 9,020 | +36.6% | 0.24% | +41.6% |
| Q4 2018 | $346,000 | -38.7% | 6,602 | -35.4% | 0.17% | -31.3% |
| Q3 2018 | $564,000 | +54.1% | 10,220 | +48.5% | 0.25% | +56.5% |
| Q2 2018 | $366,000 | -26.7% | 6,880 | -28.4% | 0.16% | -22.6% |
| Q1 2018 | $499,000 | -43.6% | 9,609 | -42.6% | 0.21% | -29.3% |
| Q4 2017 | $884,000 | +8.2% | 16,746 | +3.2% | 0.29% | +4.3% |
| Q3 2017 | $817,000 | +10.9% | 16,229 | +7.8% | 0.28% | +8.5% |
| Q2 2017 | $737,000 | -36.2% | 15,053 | -37.8% | 0.26% | -38.7% |
| Q1 2017 | $1,156,000 | +3.3% | 24,220 | -2.1% | 0.42% | +32.9% |
| Q4 2016 | $1,119,000 | – | 24,747 | – | 0.32% | – |
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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% |