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 | $353,836 | -57.8% | 4,889 | -56.7% | 0.06% | -56.6% |
| Q2 2023 | $838,560 | +1.3% | 11,282 | -0.8% | 0.14% | -7.5% |
| Q1 2023 | $827,551 | +0.3% | 11,377 | -0.6% | 0.15% | -7.5% |
| Q4 2022 | $824,806 | +7.8% | 11,440 | -1.1% | 0.16% | -1.2% |
| Q3 2022 | $765,000 | -3.4% | 11,565 | +2.5% | 0.16% | -4.2% |
| Q2 2022 | $792,000 | -12.4% | 11,288 | -3.1% | 0.17% | -1.2% |
| Q1 2022 | $904,000 | -14.1% | 11,652 | -10.4% | 0.17% | -16.3% |
| Q4 2021 | $1,052,000 | +73.0% | 13,009 | +57.2% | 0.20% | +62.4% |
| Q3 2021 | $608,000 | -59.5% | 8,274 | -93.7% | 0.12% | -63.0% |
| Q2 2021 | $1,502,000 | -66.4% | 131,118 | -22.2% | 0.34% | -69.0% |
| Q1 2021 | $4,469,000 | -7.2% | 168,437 | -3.6% | 1.09% | -10.1% |
| Q4 2020 | $4,814,000 | +5.2% | 174,720 | +143.4% | 1.21% | -26.3% |
| Q3 2020 | $4,575,000 | +4.0% | 71,785 | -1.0% | 1.65% | -3.1% |
| Q2 2020 | $4,397,000 | +56.0% | 72,508 | +38.9% | 1.70% | +30.0% |
| Q1 2020 | $2,819,000 | -17.0% | 52,187 | +0.8% | 1.31% | +6.1% |
| Q4 2019 | $3,395,000 | +16.4% | 51,749 | +13.8% | 1.23% | +8.7% |
| Q3 2019 | $2,916,000 | +102.9% | 45,482 | +95.4% | 1.13% | +98.9% |
| Q2 2019 | $1,437,000 | – | 23,273 | – | 0.57% | – |
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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% |