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 2021 | $409,000 | +8.8% | 5,056 | -1.1% | 0.17% | +0.6% |
Q3 2021 | $376,000 | -10.7% | 5,113 | -10.7% | 0.17% | -10.2% |
Q2 2021 | $421,000 | -90.7% | 5,724 | -91.3% | 0.19% | -91.1% |
Q1 2021 | $4,532,000 | +2.9% | 65,497 | +0.9% | 2.10% | -7.2% |
Q4 2020 | $4,406,000 | +6.3% | 64,904 | -0.2% | 2.27% | -3.3% |
Q3 2020 | $4,144,000 | +8.9% | 65,032 | +3.6% | 2.34% | +2.5% |
Q2 2020 | $3,806,000 | +1330.8% | 62,772 | +1174.0% | 2.29% | +1116.5% |
Q1 2020 | $266,000 | – | 4,927 | – | 0.19% | – |
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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% |