ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. 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 | $374,053,856 | +60.1% | 5,166,553 | +64.4% | 0.55% | +32.0% |
| Q2 2023 | $233,637,619 | -0.8% | 3,143,210 | -2.9% | 0.42% | -5.4% |
| Q1 2023 | $235,608,764 | +19.3% | 3,236,832 | +18.2% | 0.44% | +10.8% |
| Q4 2022 | $197,492,896 | -35.2% | 2,738,012 | -40.6% | 0.40% | -42.6% |
| Q3 2022 | $304,807,000 | +70.0% | 4,610,616 | +80.7% | 0.70% | +76.5% |
| Q2 2022 | $179,300,000 | -16.5% | 2,551,912 | -10.4% | 0.40% | -5.3% |
| Q1 2022 | $214,644,000 | -15.6% | 2,848,337 | -9.4% | 0.42% | -13.3% |
| Q4 2021 | $254,364,000 | +28.6% | 3,143,526 | +17.0% | 0.48% | +16.7% |
| Q3 2021 | $197,746,000 | -16.0% | 2,686,817 | -16.0% | 0.41% | -19.2% |
| Q2 2021 | $235,499,000 | -12.7% | 3,198,237 | -17.9% | 0.51% | -21.4% |
| Q1 2021 | $269,789,000 | -24.8% | 3,896,625 | -26.3% | 0.65% | -32.3% |
| Q4 2020 | $358,794,000 | -13.1% | 5,284,964 | -18.7% | 0.96% | -22.4% |
| Q3 2020 | $412,709,000 | +12.3% | 6,501,543 | +7.4% | 1.24% | +0.2% |
| Q2 2020 | $367,426,000 | +11.1% | 6,054,707 | -41.9% | 1.23% | -8.9% |
| Q1 2020 | $330,666,000 | – | 10,422,213 | – | 1.35% | – |
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% |