ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. 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 | $134,120 | +27.1% | 1,853 | +30.5% | 0.00% | 0.0% |
Q2 2023 | $105,549 | +173.3% | 1,420 | +167.4% | 0.00% | +300.0% |
Q1 2023 | $38,625 | -82.8% | 531 | -84.3% | 0.00% | -88.9% |
Q3 2022 | $224,000 | +34.9% | 3,386 | +43.2% | 0.01% | +50.0% |
Q2 2022 | $166,000 | -29.4% | 2,364 | -21.8% | 0.01% | -25.0% |
Q1 2022 | $235,000 | -3.7% | 3,023 | +0.2% | 0.01% | -11.1% |
Q4 2021 | $244,000 | +41.0% | 3,017 | +27.9% | 0.01% | +28.6% |
Q3 2021 | $173,000 | -12.6% | 2,359 | -12.4% | 0.01% | -12.5% |
Q2 2021 | $198,000 | +23.0% | 2,693 | +15.5% | 0.01% | +14.3% |
Q1 2021 | $161,000 | +1.9% | 2,331 | +0.3% | 0.01% | 0.0% |
Q4 2020 | $158,000 | +887.5% | 2,323 | +674.3% | 0.01% | +600.0% |
Q4 2017 | $16,000 | +6.7% | 300 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $15,000 | +7.1% | 300 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $14,000 | – | 300 | – | 0.00% | – |
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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% |