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 | $248,687 | -3.6% | 3,458 | -0.3% | 0.09% | -2.2% |
| Q2 2023 | $257,874 | +10.5% | 3,469 | +8.5% | 0.09% | +10.8% |
| Q1 2023 | $233,471 | -8.1% | 3,197 | -9.3% | 0.08% | -15.3% |
| Q4 2022 | $254,114 | +8.6% | 3,524 | -0.3% | 0.10% | -1.0% |
| Q3 2022 | $234,000 | +3.1% | 3,535 | +9.3% | 0.10% | +8.8% |
| Q2 2022 | $227,000 | -1.7% | 3,234 | +9.1% | 0.09% | +8.3% |
| Q1 2022 | $231,000 | -2.5% | 2,964 | +1.4% | 0.08% | -2.3% |
| Q4 2021 | $237,000 | +7.2% | 2,924 | -2.2% | 0.09% | -3.4% |
| Q3 2021 | $221,000 | +4.7% | 2,991 | +4.8% | 0.09% | -1.1% |
| Q2 2021 | $211,000 | – | 2,854 | – | 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% |