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 | $266,749 | +2.5% | 3,589 | +0.3% | 0.06% | +1.6% |
| Q1 2023 | $260,168 | +1.3% | 3,577 | +0.4% | 0.06% | -6.0% |
| Q4 2022 | $256,877 | +9.8% | 3,563 | +0.8% | 0.07% | -11.8% |
| Q3 2022 | $234,000 | -5.6% | 3,533 | 0.0% | 0.08% | -9.5% |
| Q2 2022 | $248,000 | -9.2% | 3,533 | +0.3% | 0.08% | +3.7% |
| Q1 2022 | $273,000 | -3.9% | 3,523 | +0.3% | 0.08% | -4.7% |
| Q4 2021 | $284,000 | +26.8% | 3,512 | +15.3% | 0.08% | +1.2% |
| Q3 2021 | $224,000 | +3.7% | 3,046 | +4.0% | 0.08% | -1.2% |
| Q2 2021 | $216,000 | +7.5% | 2,928 | +0.7% | 0.08% | -5.6% |
| Q1 2021 | $201,000 | – | 2,908 | – | 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% |