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 | $5,572,654 | -76.1% | 76,992 | -75.5% | 0.31% | -74.6% |
Q2 2023 | $23,323,908 | -3.4% | 313,788 | -5.2% | 1.21% | -6.0% |
Q1 2023 | $24,135,928 | +16.8% | 331,095 | +15.5% | 1.28% | +2.4% |
Q4 2022 | $20,660,240 | -10.6% | 286,550 | -18.0% | 1.26% | -21.8% |
Q3 2022 | $23,111,000 | -47.8% | 349,635 | -44.5% | 1.60% | -52.0% |
Q2 2022 | $44,240,000 | +502.3% | 630,110 | +565.4% | 3.34% | +467.9% |
Q1 2022 | $7,345,000 | -13.3% | 94,695 | -9.6% | 0.59% | -12.8% |
Q4 2021 | $8,475,000 | -4.7% | 104,762 | -13.4% | 0.67% | -7.3% |
Q3 2021 | $8,894,000 | -1.0% | 121,010 | -0.8% | 0.73% | -1.5% |
Q2 2021 | $8,984,000 | -46.6% | 122,045 | -49.8% | 0.74% | -50.9% |
Q1 2021 | $16,823,000 | +1.8% | 243,137 | -0.1% | 1.50% | -5.5% |
Q4 2020 | $16,520,000 | +5.5% | 243,371 | -1.0% | 1.59% | -5.9% |
Q3 2020 | $15,664,000 | -41.7% | 245,783 | -44.5% | 1.69% | -52.1% |
Q2 2020 | $26,890,000 | +86.3% | 442,883 | +65.7% | 3.53% | +50.1% |
Q1 2020 | $14,432,000 | +229.9% | 267,218 | +300.7% | 2.35% | +208.5% |
Q4 2019 | $4,374,000 | -46.0% | 66,684 | -47.2% | 0.76% | -41.7% |
Q3 2019 | $8,097,000 | -4.0% | 126,315 | -7.5% | 1.31% | -2.2% |
Q2 2019 | $8,433,000 | +18.3% | 136,611 | +12.6% | 1.34% | +6.4% |
Q1 2019 | $7,131,000 | -2.3% | 121,278 | -13.0% | 1.26% | -18.4% |
Q4 2018 | $7,302,000 | +76.8% | 139,353 | +92.4% | 1.54% | +13.0% |
Q3 2018 | $4,131,000 | -40.4% | 72,416 | -45.1% | 1.36% | -16.1% |
Q2 2018 | $6,931,000 | – | 131,787 | – | 1.63% | – |
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% |