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 | $783,364 | -7.1% | 10,822 | -4.5% | 0.81% | -2.1% |
| Q2 2023 | $843,000 | +2.6% | 11,336 | +0.4% | 0.82% | -2.4% |
| Q1 2023 | $822,000 | -3.6% | 11,294 | -4.5% | 0.84% | -13.9% |
| Q4 2022 | $853,000 | +9.6% | 11,828 | +0.5% | 0.98% | -16.2% |
| Q3 2022 | $778,000 | -17.9% | 11,767 | -12.8% | 1.17% | -17.2% |
| Q2 2022 | $948,000 | -71.9% | 13,502 | -67.6% | 1.41% | -65.6% |
| Q4 2021 | $3,373,000 | -5.3% | 41,695 | -13.9% | 4.11% | +188.9% |
| Q2 2021 | $3,563,000 | +16.3% | 48,407 | +9.3% | 1.42% | -11.6% |
| Q1 2021 | $3,064,000 | +10.2% | 44,277 | +8.1% | 1.61% | -2.1% |
| Q4 2020 | $2,781,000 | +31.3% | 40,973 | +23.3% | 1.64% | +5.7% |
| Q3 2020 | $2,118,000 | +13.2% | 33,238 | +7.7% | 1.55% | -9.0% |
| Q2 2020 | $1,871,000 | +22.6% | 30,856 | +9.2% | 1.71% | -0.1% |
| Q1 2020 | $1,526,000 | +31.9% | 28,256 | +60.3% | 1.71% | +74.9% |
| Q4 2019 | $1,157,000 | – | 17,630 | – | 0.98% | – |
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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% |