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 | $3,469,000 | +0.5% | 47,675 | +2.6% | 0.22% | +13.5% |
| Q2 2023 | $3,453,000 | +231956.5% | 46,460 | +127.2% | 0.19% | +67.0% |
| Q1 2023 | $1,488 | -56.6% | 20,451 | -57.0% | 0.12% | -48.2% |
| Q4 2022 | $3,428 | -99.7% | 47,552 | +147.9% | 0.22% | +73.4% |
| Q3 2022 | $1,268,000 | -62.3% | 19,185 | -53.9% | 0.13% | -33.7% |
| Q4 2021 | $3,365,000 | +12.7% | 41,596 | +2.4% | 0.19% | -4.5% |
| Q3 2021 | $2,986,000 | +21.9% | 40,626 | +22.1% | 0.20% | +24.7% |
| Q2 2021 | $2,449,000 | -50.5% | 33,267 | -51.2% | 0.16% | -5.8% |
| Q1 2021 | $4,949,000 | -8.0% | 68,166 | -14.0% | 0.17% | -25.2% |
| Q4 2020 | $5,379,000 | -0.2% | 79,249 | -6.3% | 0.23% | -14.5% |
| Q3 2020 | $5,391,000 | +22.7% | 84,591 | +16.7% | 0.27% | +11.6% |
| Q2 2020 | $4,394,000 | -38.2% | 72,476 | -44.9% | 0.24% | -54.2% |
| Q1 2020 | $7,111,000 | -14.9% | 131,653 | +3.4% | 0.53% | -17.4% |
| Q4 2019 | $8,355,000 | -36.9% | 127,359 | -38.3% | 0.64% | -41.8% |
| Q3 2019 | $13,239,000 | +567.0% | 206,539 | +511.7% | 1.09% | +392.8% |
| Q1 2019 | $1,985,000 | -23.9% | 33,764 | -32.2% | 0.22% | -39.8% |
| Q4 2018 | $2,608,000 | – | 49,769 | – | 0.37% | – |
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% |