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 | $345,108 | -5.8% | 4,768 | -3.2% | 0.10% | -1.9% |
Q2 2023 | $366,298 | -4.8% | 4,928 | -6.9% | 0.11% | -10.1% |
Q1 2023 | $384,867 | -23.3% | 5,291 | -23.9% | 0.12% | -27.4% |
Q4 2022 | $501,486 | +19.4% | 6,952 | +9.7% | 0.16% | +10.8% |
Q3 2022 | $420,000 | -5.4% | 6,337 | 0.0% | 0.15% | +2.1% |
Q2 2022 | $444,000 | +18.1% | 6,337 | +30.9% | 0.14% | +34.3% |
Q1 2022 | $376,000 | -4.1% | 4,842 | 0.0% | 0.11% | +0.9% |
Q4 2021 | $392,000 | +7.4% | 4,842 | -2.6% | 0.11% | +1.9% |
Q3 2021 | $365,000 | -3.7% | 4,969 | 0.0% | 0.10% | -0.9% |
Q2 2021 | $379,000 | +10.5% | 4,969 | -0.0% | 0.11% | -6.2% |
Q1 2021 | $343,000 | +1.8% | 4,970 | +0.0% | 0.11% | +0.9% |
Q4 2020 | $337,000 | +56.7% | 4,969 | +47.3% | 0.11% | +23.1% |
Q3 2020 | $215,000 | +4.9% | 3,373 | 0.0% | 0.09% | -2.2% |
Q2 2020 | $205,000 | -7.2% | 3,373 | 0.0% | 0.09% | -7.9% |
Q4 2019 | $221,000 | – | 3,373 | – | 0.10% | – |
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% |