ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,821,639 | -1.4% | 52,538 | -2.2% | 0.81% | -7.4% |
| Q4 2022 | $3,875,063 | +4.1% | 53,746 | -4.5% | 0.88% | -5.7% |
| Q3 2022 | $3,721,000 | -3.8% | 56,295 | +2.2% | 0.93% | -0.6% |
| Q2 2022 | $3,866,000 | -6.4% | 55,066 | +3.4% | 0.94% | +8.2% |
| Q1 2022 | $4,130,000 | +1.0% | 53,242 | +5.4% | 0.86% | +5.2% |
| Q4 2021 | $4,088,000 | +10.5% | 50,526 | +0.4% | 0.82% | +1.6% |
| Q3 2021 | $3,699,000 | +2.0% | 50,326 | +2.1% | 0.81% | -1.3% |
| Q2 2021 | $3,628,000 | +7.5% | 49,286 | +1.0% | 0.82% | -2.6% |
| Q1 2021 | $3,376,000 | +12.7% | 48,797 | +10.6% | 0.84% | +2.1% |
| Q4 2020 | $2,996,000 | +7.5% | 44,137 | +0.9% | 0.82% | -5.2% |
| Q3 2020 | $2,787,000 | +976.1% | 43,732 | +924.9% | 0.87% | +887.5% |
| Q2 2020 | $259,000 | -0.4% | 4,267 | -11.3% | 0.09% | -12.9% |
| Q1 2020 | $260,000 | -12.8% | 4,812 | +6.1% | 0.10% | +3.1% |
| Q4 2019 | $298,000 | +4.6% | 4,537 | +2.1% | 0.10% | -5.8% |
| Q3 2019 | $285,000 | +25.0% | 4,444 | +20.4% | 0.10% | +16.9% |
| Q2 2019 | $228,000 | – | 3,690 | – | 0.09% | – |
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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% |