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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,589,583 | +10.5% | 63,658 | +1.3% | 0.96% | +11.2% |
| Q3 2022 | $4,155,000 | -11.0% | 62,818 | -5.6% | 0.87% | +6.4% |
| Q2 2022 | $4,671,000 | -13.4% | 66,536 | -4.2% | 0.82% | +3.0% |
| Q1 2022 | $5,392,000 | -9.6% | 69,446 | -5.9% | 0.79% | +13.5% |
| Q4 2021 | $5,962,000 | +13.1% | 73,797 | +2.9% | 0.70% | +1.0% |
| Q3 2021 | $5,271,000 | +4.5% | 71,699 | +4.6% | 0.69% | +12.2% |
| Q2 2021 | $5,046,000 | +9.0% | 68,542 | +2.6% | 0.62% | -6.8% |
| Q1 2021 | $4,628,000 | +4.6% | 66,794 | +2.5% | 0.66% | +5.1% |
| Q4 2020 | $4,426,000 | +3.0% | 65,186 | -3.4% | 0.63% | +481.5% |
| Q3 2020 | $4,299,000 | -3.7% | 67,458 | -8.5% | 0.11% | -86.9% |
| Q2 2020 | $4,462,000 | +35.5% | 73,759 | +21.0% | 0.82% | +14.9% |
| Q1 2020 | $3,292,000 | -60.3% | 60,935 | -51.7% | 0.72% | -54.4% |
| Q4 2019 | $8,284,000 | +52.1% | 126,195 | +48.4% | 1.57% | +25.8% |
| Q3 2019 | $5,446,000 | +16.5% | 85,023 | +12.3% | 1.25% | +42.4% |
| Q2 2019 | $4,673,000 | +3.2% | 75,677 | -1.7% | 0.88% | -10.7% |
| Q1 2019 | $4,529,000 | +32.2% | 76,958 | +17.4% | 0.98% | -3.9% |
| Q4 2018 | $3,426,000 | +6.8% | 65,536 | +17.0% | 1.02% | -76.6% |
| Q3 2018 | $3,209,000 | +223.2% | 56,000 | +201.6% | 4.37% | +517.5% |
| Q2 2018 | $993,000 | +16.8% | 18,568 | +13.5% | 0.71% | +9.4% |
| Q1 2018 | $850,000 | – | 16,358 | – | 0.65% | – |
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% |