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 | $20,546 | -6.3% | 283,867 | -3.8% | 7.40% | -13.6% |
Q2 2023 | $21,922 | +2.2% | 294,927 | 0.0% | 8.56% | -9.7% |
Q1 2023 | $21,453 | +0.9% | 294,927 | 0.0% | 9.49% | -3.9% |
Q4 2022 | $21,264 | -99.9% | 294,927 | -3.2% | 9.87% | -22.2% |
Q3 2022 | $20,137,000 | -5.9% | 304,638 | 0.0% | 12.69% | -4.1% |
Q2 2022 | $21,389,000 | -12.1% | 304,638 | -2.8% | 13.23% | +8.8% |
Q1 2022 | $24,323,000 | -6.2% | 313,556 | -2.2% | 12.16% | -6.3% |
Q4 2021 | $25,938,000 | +7.6% | 320,613 | -2.3% | 12.98% | +8.3% |
Q3 2021 | $24,114,000 | -0.1% | 328,086 | 0.0% | 11.99% | -10.1% |
Q2 2021 | $24,150,000 | +6.4% | 328,086 | 0.0% | 13.33% | +29.1% |
Q1 2021 | $22,700,000 | +1.9% | 328,086 | 0.0% | 10.33% | -1.1% |
Q4 2020 | $22,270,000 | +4.1% | 328,086 | -2.2% | 10.45% | +30.3% |
Q3 2020 | $21,384,000 | +5.1% | 335,533 | 0.0% | 8.02% | -32.7% |
Q2 2020 | $20,343,000 | -2.5% | 335,533 | +5.5% | 11.91% | +7.1% |
Q4 2019 | $20,858,000 | – | 317,961 | – | 11.12% | – |
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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% |