ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,000 | -94.4% | 18 | -91.9% | 0.00% | 0.0% |
| Q4 2021 | $18,000 | +500.0% | 223 | +374.5% | 0.00% | -66.7% |
| Q2 2021 | $3,000 | -25.0% | 47 | -19.0% | 0.00% | -25.0% |
| Q1 2021 | $4,000 | -84.0% | 58 | -84.5% | 0.00% | -80.0% |
| Q4 2020 | $25,000 | +733.3% | 373 | +693.6% | 0.02% | +400.0% |
| Q3 2020 | $3,000 | 0.0% | 47 | -17.5% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | – | 57 | +533.3% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 9 | -99.5% | 0.00% | -100.0% |
| Q4 2019 | $124,000 | – | 1,888 | – | 0.17% | – |
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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% |