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 | $1,443,257 | -3.1% | 19,940 | -0.4% | 1.02% | +0.5% |
| Q2 2023 | $1,488,681 | +132109.7% | 20,028 | +28.3% | 1.01% | +4.1% |
| Q4 2022 | $1,126 | -99.9% | 15,616 | +28.5% | 0.97% | +22.9% |
| Q3 2022 | $804,000 | -4.3% | 12,157 | +1.6% | 0.79% | +6.7% |
| Q2 2022 | $840,000 | -17.3% | 11,963 | -8.7% | 0.74% | -2.9% |
| Q1 2022 | $1,016,000 | +24.1% | 13,101 | +29.4% | 0.76% | +27.4% |
| Q4 2021 | $819,000 | +13.6% | 10,123 | +3.1% | 0.60% | +4.2% |
| Q3 2021 | $721,000 | +10.1% | 9,815 | +10.3% | 0.58% | +16.2% |
| Q2 2021 | $655,000 | +37.0% | 8,895 | +28.7% | 0.50% | +26.9% |
| Q1 2021 | $478,000 | +45.3% | 6,914 | +42.8% | 0.39% | +35.9% |
| Q4 2020 | $329,000 | +11.5% | 4,843 | +4.6% | 0.29% | -1.7% |
| Q3 2020 | $295,000 | +7.3% | 4,629 | +2.1% | 0.29% | +1.7% |
| Q2 2020 | $275,000 | +13.6% | 4,533 | +1.2% | 0.29% | -9.7% |
| Q1 2020 | $242,000 | -17.7% | 4,478 | 0.0% | 0.32% | +9.7% |
| Q4 2019 | $294,000 | – | 4,478 | – | 0.29% | – |
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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% |