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 | $2,197,343 | -18.5% | 30,358 | -16.3% | 0.42% | -20.1% |
| Q2 2023 | $2,695,048 | +8.1% | 36,258 | +5.8% | 0.53% | -0.6% |
| Q1 2023 | $2,491,962 | +23.5% | 34,258 | +22.5% | 0.53% | +8.4% |
| Q4 2022 | $2,017,172 | +10.0% | 27,977 | +0.8% | 0.49% | +4.3% |
| Q3 2022 | $1,834,000 | -5.6% | 27,748 | +0.3% | 0.47% | +2.2% |
| Q2 2022 | $1,943,000 | -4.0% | 27,674 | +6.1% | 0.46% | +6.5% |
| Q1 2022 | $2,024,000 | -22.7% | 26,089 | -19.4% | 0.43% | -20.3% |
| Q4 2021 | $2,619,000 | +45.2% | 32,368 | +31.8% | 0.54% | +29.4% |
| Q3 2021 | $1,804,000 | +79.7% | 24,550 | +80.0% | 0.42% | +80.6% |
| Q2 2021 | $1,004,000 | +16.2% | 13,640 | +9.2% | 0.23% | +3.1% |
| Q1 2021 | $864,000 | -22.2% | 12,487 | -23.7% | 0.22% | -34.0% |
| Q4 2020 | $1,110,000 | +0.1% | 16,355 | -6.0% | 0.34% | -11.2% |
| Q3 2020 | $1,109,000 | +15.8% | 17,405 | +10.1% | 0.38% | +1.1% |
| Q2 2020 | $958,000 | -3.9% | 15,806 | -14.3% | 0.38% | -10.0% |
| Q1 2020 | $997,000 | -83.3% | 18,451 | -79.7% | 0.42% | -76.4% |
| Q4 2019 | $5,969,000 | – | 90,994 | – | 1.79% | – |
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% |