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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $507,584 | -2.9% | 7,040 | -11.0% | 0.21% | -7.8% |
| Q3 2022 | $523,000 | -94.4% | 7,906 | -94.0% | 0.23% | -94.3% |
| Q2 2022 | $9,328,000 | -9.3% | 132,856 | +0.1% | 4.02% | +3.9% |
| Q1 2022 | $10,290,000 | +1.5% | 132,659 | +5.8% | 3.87% | +0.2% |
| Q4 2021 | $10,139,000 | +10.1% | 125,334 | +0.0% | 3.86% | +4.6% |
| Q3 2021 | $9,209,000 | +1.5% | 125,293 | +1.7% | 3.69% | +0.6% |
| Q2 2021 | $9,072,000 | +24.7% | 123,243 | +17.2% | 3.67% | +13.9% |
| Q1 2021 | $7,277,000 | +4.0% | 105,173 | +2.0% | 3.22% | +0.2% |
| Q4 2020 | $6,996,000 | +9.6% | 103,068 | +2.9% | 3.22% | -3.6% |
| Q3 2020 | $6,382,000 | +10.2% | 100,144 | +4.8% | 3.34% | +5.5% |
| Q2 2020 | $5,791,000 | +20.2% | 95,519 | +7.1% | 3.16% | +2.7% |
| Q1 2020 | $4,819,000 | – | 89,222 | – | 3.08% | – |
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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% |