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 | $2,345,924 | -6.7% | 32,623 | -3.6% | 1.05% | -3.1% |
Q2 2023 | $2,514,558 | +2.7% | 33,830 | +0.5% | 1.08% | -12.9% |
Q1 2023 | $2,449,560 | -0.9% | 33,676 | -1.7% | 1.24% | -10.8% |
Q4 2022 | $2,470,681 | -1.1% | 34,267 | -9.3% | 1.39% | -17.6% |
Q3 2022 | $2,497,000 | -16.5% | 37,769 | -11.3% | 1.69% | -0.9% |
Q2 2022 | $2,990,000 | -15.4% | 42,581 | -6.6% | 1.70% | 0.0% |
Q1 2022 | $3,536,000 | -20.1% | 45,588 | -16.6% | 1.70% | -14.0% |
Q4 2021 | $4,423,000 | -11.2% | 54,672 | -14.9% | 1.98% | -16.2% |
Q3 2021 | $4,980,000 | -13.2% | 64,211 | -17.6% | 2.36% | -21.8% |
Q2 2021 | $5,738,000 | -26.4% | 77,946 | -30.9% | 3.02% | -33.5% |
Q1 2021 | $7,801,000 | -11.6% | 112,753 | -14.0% | 4.54% | -12.9% |
Q4 2020 | $8,829,000 | -14.2% | 131,052 | -17.4% | 5.22% | -19.1% |
Q3 2020 | $10,294,000 | +5.9% | 158,736 | +4.1% | 6.45% | -3.1% |
Q2 2020 | $9,717,000 | +24.7% | 152,440 | +5.7% | 6.65% | -12.0% |
Q1 2020 | $7,790,000 | -12.1% | 144,240 | +6.7% | 7.56% | -3.8% |
Q4 2019 | $8,866,000 | – | 135,156 | – | 7.86% | – |
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% |