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 | $422,325 | -16.5% | 5,835 | -14.2% | 0.08% | -12.8% |
| Q2 2023 | $505,729 | +47.8% | 6,804 | +45.9% | 0.09% | -11.3% |
| Q1 2023 | $342,260 | -56.7% | 4,664 | -57.3% | 0.11% | -58.1% |
| Q4 2022 | $790,554 | -36.6% | 10,927 | -42.1% | 0.25% | -48.3% |
| Q3 2022 | $1,246,000 | -34.9% | 18,858 | -30.8% | 0.49% | -55.5% |
| Q2 2022 | $1,914,000 | +238.8% | 27,266 | +274.4% | 1.10% | +281.6% |
| Q1 2022 | $565,000 | +52.3% | 7,282 | +59.0% | 0.29% | +33.3% |
| Q4 2021 | $371,000 | -5.8% | 4,580 | -14.6% | 0.22% | +20.0% |
| Q3 2021 | $394,000 | 0.0% | 5,362 | +0.1% | 0.18% | +4.7% |
| Q2 2021 | $394,000 | -11.3% | 5,359 | -16.4% | 0.17% | -9.5% |
| Q1 2021 | $444,000 | -6.1% | 6,411 | -8.0% | 0.19% | -14.0% |
| Q4 2020 | $473,000 | -1.9% | 6,971 | -7.8% | 0.22% | -21.9% |
| Q3 2020 | $482,000 | +9.5% | 7,561 | +4.2% | 0.28% | +1.8% |
| Q2 2020 | $440,000 | +12.2% | 7,257 | -0.0% | 0.28% | -2.1% |
| Q1 2020 | $392,000 | -10.5% | 7,258 | +8.7% | 0.28% | +35.2% |
| Q4 2019 | $438,000 | +29.6% | 6,675 | +26.8% | 0.21% | +11.7% |
| Q3 2019 | $338,000 | +5.3% | 5,265 | +1.1% | 0.19% | +0.5% |
| Q2 2019 | $321,000 | +35.4% | 5,207 | +29.4% | 0.19% | +29.0% |
| Q1 2019 | $237,000 | – | 4,025 | – | 0.14% | – |
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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% |