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 | $308,896 | -2.1% | 4,245 | 0.0% | 0.02% | +4.8% |
| Q2 2023 | $315,531 | +2.7% | 4,245 | +0.5% | 0.02% | -4.5% |
| Q1 2023 | $307,254 | +0.9% | 4,224 | 0.0% | 0.02% | -18.5% |
| Q4 2022 | $304,550 | +7.6% | 4,224 | -1.2% | 0.03% | +12.5% |
| Q3 2022 | $283,000 | -5.7% | 4,277 | 0.0% | 0.02% | -4.0% |
| Q2 2022 | $300,000 | -9.6% | 4,277 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $332,000 | +1.8% | 4,277 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $326,000 | +2.8% | 4,277 | -0.7% | 0.02% | -3.8% |
| Q3 2021 | $317,000 | -30.0% | 4,308 | -30.0% | 0.03% | -31.6% |
| Q2 2021 | $453,000 | -17.5% | 6,153 | -23.6% | 0.04% | -25.5% |
| Q1 2021 | $549,000 | +0.4% | 8,053 | 0.0% | 0.05% | +6.2% |
| Q4 2020 | $547,000 | – | 8,053 | – | 0.05% | – |
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% |