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 | $16,421 | -48.0% | 227 | -46.5% | 0.01% | -42.9% |
| Q2 2023 | $31,551 | -2.2% | 424 | -4.5% | 0.02% | 0.0% |
| Q1 2023 | $32,264 | +30.2% | 444 | +29.1% | 0.02% | +10.5% |
| Q4 2022 | $24,777 | +7.7% | 344 | +0.6% | 0.02% | +18.8% |
| Q3 2022 | $23,000 | +109.1% | 342 | +112.4% | 0.02% | +128.6% |
| Q2 2022 | $11,000 | -31.2% | 161 | -19.9% | 0.01% | -22.2% |
| Q1 2022 | $16,000 | -40.7% | 201 | -40.2% | 0.01% | -43.8% |
| Q4 2021 | $27,000 | +145.5% | 336 | +133.3% | 0.02% | +128.6% |
| Q3 2021 | $11,000 | 0.0% | 144 | 0.0% | 0.01% | +16.7% |
| Q2 2021 | $11,000 | 0.0% | 144 | -13.3% | 0.01% | -25.0% |
| Q1 2021 | $11,000 | +266.7% | 166 | +315.0% | 0.01% | +166.7% |
| Q4 2020 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | +50.0% | 40 | +2.6% | 0.00% | +50.0% |
| Q2 2020 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $2,000 | – | 39 | – | 0.00% | – |
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% |