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 | $310 | -32.9% | 4,279 | -31.1% | 0.06% | -68.5% |
| Q2 2023 | $462 | -0.2% | 6,211 | 0.0% | 0.20% | +74.3% |
| Q4 2022 | $463 | -99.9% | 6,211 | 0.0% | 0.11% | -5.0% |
| Q3 2022 | $411,000 | -5.7% | 6,211 | 0.0% | 0.12% | 0.0% |
| Q2 2022 | $436,000 | -9.5% | 6,211 | 0.0% | 0.12% | -1.7% |
| Q1 2022 | $482,000 | -4.0% | 6,211 | 0.0% | 0.12% | -2.4% |
| Q4 2021 | $502,000 | +9.8% | 6,211 | 0.0% | 0.12% | -54.2% |
| Q3 2021 | $457,000 | 0.0% | 6,211 | 0.0% | 0.27% | +76.0% |
| Q2 2021 | $457,000 | +6.3% | 6,211 | 0.0% | 0.15% | +11.6% |
| Q1 2021 | $430,000 | +1.9% | 6,211 | 0.0% | 0.14% | +16.0% |
| Q4 2020 | $422,000 | +6.6% | 6,211 | 0.0% | 0.12% | -10.5% |
| Q3 2020 | $396,000 | +4.8% | 6,211 | 0.0% | 0.13% | -2.9% |
| Q2 2020 | $378,000 | +12.8% | 6,211 | 0.0% | 0.14% | 0.0% |
| Q1 2020 | $335,000 | – | 6,211 | – | 0.14% | – |
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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% |