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 | $246,658 | +4.2% | 3,408 | +7.0% | 0.11% | -0.9% |
Q2 2023 | $236,720 | +3.0% | 3,185 | +0.8% | 0.11% | -11.4% |
Q1 2023 | $229,829 | +4.3% | 3,160 | +3.4% | 0.12% | +4.2% |
Q4 2022 | $220,332 | +9.6% | 3,056 | +6.9% | 0.12% | +29.7% |
Q2 2022 | $201,000 | -7.4% | 2,858 | +2.3% | 0.09% | +12.3% |
Q1 2022 | $217,000 | -2.3% | 2,794 | +1.9% | 0.08% | +11.0% |
Q4 2021 | $222,000 | +7.8% | 2,742 | -2.2% | 0.07% | +2.8% |
Q3 2021 | $206,000 | 0.0% | 2,805 | +0.3% | 0.07% | -7.8% |
Q2 2021 | $206,000 | – | 2,798 | – | 0.08% | – |
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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% |