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 | $7,634,054 | -2.5% | 105,382 | +0.0% | 1.59% | +0.6% |
| Q2 2023 | $7,832,941 | -2.6% | 105,348 | -4.8% | 1.58% | -3.3% |
| Q1 2023 | $8,045,624 | +0.9% | 110,606 | +0.0% | 1.64% | -3.2% |
| Q4 2022 | $7,973,067 | +9.5% | 110,580 | +0.4% | 1.69% | -1.1% |
| Q3 2022 | $7,283,000 | -18.4% | 110,131 | -4.1% | 1.71% | +4.7% |
| Q2 2022 | $8,923,000 | 0.0% | 114,871 | -0.0% | 1.63% | +0.1% |
| Q1 2022 | $8,923,000 | -6.2% | 114,899 | -2.3% | 1.63% | -1.6% |
| Q4 2021 | $9,517,000 | +10.1% | 117,584 | -0.0% | 1.66% | +2.7% |
| Q3 2021 | $8,647,000 | -1.6% | 117,640 | -1.4% | 1.61% | -3.5% |
| Q2 2021 | $8,787,000 | -67.6% | 119,349 | -69.5% | 1.67% | -64.3% |
| Q1 2021 | $27,111,000 | -6.4% | 391,863 | -8.2% | 4.68% | -26.3% |
| Q4 2020 | $28,968,000 | +8.4% | 426,779 | +1.8% | 6.35% | -5.3% |
| Q3 2020 | $26,723,000 | +2.2% | 419,298 | -2.6% | 6.70% | -6.2% |
| Q2 2020 | $26,145,000 | +16.3% | 430,525 | +3.5% | 7.14% | -6.6% |
| Q1 2020 | $22,475,000 | -25.7% | 416,145 | -9.8% | 7.65% | -3.1% |
| Q4 2019 | $30,251,000 | +8.6% | 461,167 | +6.1% | 7.89% | +16.7% |
| Q3 2019 | $27,868,000 | +8.9% | 434,766 | +4.9% | 6.76% | +9.1% |
| Q2 2019 | $25,598,000 | +20.0% | 414,652 | +14.3% | 6.20% | +12.1% |
| Q1 2019 | $21,330,000 | +44.3% | 362,826 | +28.6% | 5.53% | +27.3% |
| Q4 2018 | $14,785,000 | – | 282,183 | – | 4.34% | – |
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% |