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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201,511 | -9.8% | 2,711 | -11.8% | 0.03% | -17.9% |
| Q1 2023 | $223,431 | -18.5% | 3,072 | -19.2% | 0.04% | -25.0% |
| Q4 2022 | $274,061 | +7.9% | 3,801 | -1.1% | 0.05% | -3.7% |
| Q3 2022 | $254,000 | -10.6% | 3,845 | -5.0% | 0.05% | -19.4% |
| Q2 2022 | $284,000 | -12.6% | 4,049 | -3.3% | 0.07% | -1.5% |
| Q1 2022 | $325,000 | -3.8% | 4,186 | +0.1% | 0.07% | 0.0% |
| Q4 2021 | $338,000 | +6.3% | 4,183 | -3.4% | 0.07% | -4.2% |
| Q3 2021 | $318,000 | -3.6% | 4,328 | -3.4% | 0.07% | -4.1% |
| Q2 2021 | $330,000 | -8.3% | 4,481 | -13.9% | 0.07% | -16.9% |
| Q1 2021 | $360,000 | -56.3% | 5,203 | -57.1% | 0.09% | -58.6% |
| Q4 2020 | $823,000 | +8.6% | 12,130 | +2.6% | 0.22% | -7.3% |
| Q3 2020 | $758,000 | – | 11,819 | – | 0.23% | – |
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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% |