ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,005 | -96.1% | 41,667 | -96.0% | 1.61% | -32.0% |
| Q2 2023 | $76,104 | +2387.1% | 1,040,957 | +2374.8% | 2.37% | +41.8% |
| Q1 2023 | $3,060 | +1.7% | 42,063 | +0.9% | 1.67% | -3.9% |
| Q4 2022 | $3,009 | -99.9% | 41,682 | -4.2% | 1.74% | -5.0% |
| Q3 2022 | $3,002,000 | +5.5% | 43,502 | +2.3% | 1.83% | +11.3% |
| Q3 2020 | $2,846,000 | +20.0% | 42,527 | -3.2% | 1.64% | -20.4% |
| Q1 2020 | $2,372,000 | -15.3% | 43,919 | +2.9% | 2.06% | +13.8% |
| Q4 2019 | $2,801,000 | – | 42,698 | – | 1.81% | – |
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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% |