ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,800,240 | +1.5% | 52,504 | +4.2% | 1.00% | +9.5% |
| Q2 2023 | $3,744,745 | +0.6% | 50,380 | -1.5% | 0.91% | -9.4% |
| Q1 2023 | $3,721,160 | -3.1% | 51,157 | -3.9% | 1.00% | -12.7% |
| Q4 2022 | $3,839,686 | +7.9% | 53,255 | -1.0% | 1.15% | +1.1% |
| Q3 2022 | $3,557,000 | -3.2% | 53,812 | +2.8% | 1.14% | +3.0% |
| Q2 2022 | $3,675,000 | -10.0% | 52,339 | -0.6% | 1.10% | +12.9% |
| Q1 2022 | $4,083,000 | -15.5% | 52,632 | -3.4% | 0.98% | -9.5% |
| Q4 2021 | $4,832,000 | +20.4% | 54,497 | -0.2% | 1.08% | +6.9% |
| Q3 2021 | $4,013,000 | -1.4% | 54,603 | -1.2% | 1.01% | -6.7% |
| Q2 2021 | $4,069,000 | +6.5% | 55,282 | +0.2% | 1.08% | -6.2% |
| Q1 2021 | $3,819,000 | +2.7% | 55,196 | +0.8% | 1.15% | -2.8% |
| Q4 2020 | $3,717,000 | +9.3% | 54,755 | +2.6% | 1.18% | -4.4% |
| Q3 2020 | $3,400,000 | +0.8% | 53,360 | -4.1% | 1.24% | -3.3% |
| Q2 2020 | $3,373,000 | +13.1% | 55,639 | +0.8% | 1.28% | -7.4% |
| Q1 2020 | $2,982,000 | -15.7% | 55,216 | +5.1% | 1.38% | +6.2% |
| Q4 2019 | $3,537,000 | – | 52,540 | – | 1.30% | – |
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% |