ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,879,379 | -2.2% | 25,965 | +0.4% | 1.01% | -0.4% |
Q2 2023 | $1,921,761 | -2.0% | 25,854 | -4.1% | 1.01% | -14.1% |
Q1 2023 | $1,961,711 | +4.5% | 26,969 | +3.6% | 1.18% | +36.1% |
Q4 2022 | $1,877,711 | +5.7% | 26,043 | -3.0% | 0.87% | -32.7% |
Q3 2022 | $1,776,000 | -5.0% | 26,861 | +0.9% | 1.29% | +0.8% |
Q2 2022 | $1,869,000 | -9.2% | 26,622 | +0.4% | 1.28% | +6.7% |
Q1 2022 | $2,058,000 | +2.0% | 26,527 | +6.3% | 1.20% | +6.3% |
Q4 2021 | $2,018,000 | +10.8% | 24,947 | +0.6% | 1.12% | +1.0% |
Q3 2021 | $1,822,000 | -2.0% | 24,788 | -1.9% | 1.11% | -3.0% |
Q2 2021 | $1,860,000 | +4.0% | 25,267 | -2.3% | 1.15% | +0.4% |
Q1 2021 | $1,789,000 | +6.7% | 25,857 | +4.7% | 1.14% | -4.3% |
Q4 2020 | $1,676,000 | +6.5% | 24,690 | +0.0% | 1.19% | -3.1% |
Q3 2020 | $1,573,000 | +8.6% | 24,680 | +3.3% | 1.23% | +5.7% |
Q2 2020 | $1,448,000 | +10.4% | 23,882 | -1.7% | 1.17% | -3.7% |
Q1 2020 | $1,312,000 | -14.9% | 24,294 | +3.4% | 1.21% | +2.3% |
Q4 2019 | $1,542,000 | – | 23,506 | – | 1.18% | – |
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% |