ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,536 | -6.9% | 214,641 | -4.4% | 1.04% | -6.3% |
| Q2 2023 | $16,694 | +9.1% | 224,598 | +6.7% | 1.10% | -6.7% |
| Q1 2023 | $15,306 | +97.7% | 210,421 | +96.0% | 1.18% | +81.3% |
| Q4 2022 | $7,742 | -99.9% | 107,377 | -6.5% | 0.65% | -7.0% |
| Q3 2022 | $7,589,000 | -18.3% | 114,812 | -13.2% | 0.70% | -14.2% |
| Q2 2022 | $9,285,000 | -44.8% | 132,243 | -39.0% | 0.82% | -34.0% |
| Q1 2022 | $16,818,000 | +46.9% | 216,808 | +53.2% | 1.24% | +68.6% |
| Q4 2021 | $11,448,000 | -9.1% | 141,510 | -17.4% | 0.74% | -22.1% |
| Q3 2021 | $12,594,000 | +58.6% | 171,340 | +58.8% | 0.94% | +98.7% |
| Q2 2021 | $7,943,000 | -47.5% | 107,889 | -50.7% | 0.48% | -51.0% |
| Q1 2021 | $15,140,000 | – | 218,813 | – | 0.97% | – |
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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% |