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 | $1,506,807 | -8.1% | 20,818 | -5.7% | 0.05% | -16.1% |
Q2 2023 | $1,640,314 | -12.7% | 22,068 | -14.5% | 0.06% | -25.3% |
Q1 2023 | $1,878,352 | +21.6% | 25,822 | +20.5% | 0.08% | -3.8% |
Q4 2022 | $1,544,773 | +20.1% | 21,425 | +10.2% | 0.08% | +5.4% |
Q3 2022 | $1,286,000 | -14.9% | 19,450 | -9.7% | 0.07% | -14.0% |
Q2 2022 | $1,512,000 | -26.1% | 21,539 | -18.4% | 0.09% | -15.7% |
Q1 2022 | $2,047,000 | -8.7% | 26,383 | -4.8% | 0.10% | -4.7% |
Q4 2021 | $2,242,000 | +27.5% | 27,715 | +15.9% | 0.11% | +9.2% |
Q3 2021 | $1,758,000 | -25.6% | 23,922 | -25.5% | 0.10% | -31.9% |
Q2 2021 | $2,362,000 | -41.8% | 32,093 | -45.3% | 0.14% | -49.1% |
Q1 2021 | $4,056,000 | -44.4% | 58,622 | -46.0% | 0.28% | -47.4% |
Q4 2020 | $7,299,000 | -99.9% | 108,474 | -24.2% | 0.54% | -32.1% |
Q3 2020 | $9,124,000,000 | – | 143,153 | – | 0.79% | – |
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% |