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 2023 | $9,524,434 | +4.0% | 122,061 | -3.5% | 3.87% | -3.2% |
| Q3 2023 | $9,154,506 | -1.3% | 126,478 | +1.3% | 3.99% | +0.2% |
| Q2 2023 | $9,278,940 | +2.7% | 124,834 | +0.5% | 3.98% | -4.2% |
| Q1 2023 | $9,034,735 | +0.4% | 124,206 | -0.5% | 4.16% | -4.6% |
| Q4 2022 | $9,003,029 | +14.4% | 124,869 | +4.9% | 4.36% | +5.3% |
| Q3 2022 | $7,872,000 | -4.9% | 119,089 | +1.0% | 4.14% | -1.2% |
| Q2 2022 | $8,281,000 | -7.6% | 117,951 | +2.1% | 4.19% | +6.6% |
| Q1 2022 | $8,961,000 | +27.3% | 115,516 | +32.7% | 3.93% | +31.2% |
| Q4 2021 | $7,040,000 | +5.5% | 87,021 | -4.1% | 3.00% | +3.8% |
| Q3 2021 | $6,671,000 | +1.7% | 90,764 | +1.9% | 2.89% | +4.7% |
| Q2 2021 | $6,557,000 | +12.0% | 89,082 | +5.3% | 2.76% | +1.7% |
| Q1 2021 | $5,856,000 | +2.4% | 84,634 | +0.4% | 2.71% | -8.3% |
| Q4 2020 | $5,721,000 | +2.8% | 84,279 | -3.5% | 2.96% | -7.4% |
| Q3 2020 | $5,564,000 | -14.7% | 87,301 | -18.9% | 3.20% | -24.9% |
| Q2 2020 | $6,526,000 | -5.1% | 107,632 | -15.5% | 4.26% | -33.2% |
| Q1 2020 | $6,876,000 | -15.4% | 127,305 | +2.8% | 6.38% | -0.4% |
| Q4 2019 | $8,124,000 | – | 123,839 | – | 6.40% | – |
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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% |