ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,389,983 | -2.8% | 19,204 | -0.1% | 0.34% | +4.7% |
| Q2 2023 | $1,429,363 | -23.0% | 19,230 | -24.6% | 0.32% | -27.8% |
| Q1 2023 | $1,855,427 | -6.4% | 25,508 | -7.2% | 0.45% | -8.2% |
| Q4 2022 | $1,981,737 | +9.1% | 27,486 | +0.0% | 0.49% | +2.7% |
| Q3 2022 | $1,816,000 | -12.5% | 27,474 | -7.0% | 0.47% | +24.1% |
| Q2 2022 | $2,075,000 | +470.1% | 29,548 | +528.8% | 0.38% | +514.5% |
| Q1 2022 | $364,000 | +14.1% | 4,699 | +8.3% | 0.06% | +6.9% |
| Q3 2021 | $319,000 | 0.0% | 4,340 | 0.0% | 0.06% | -3.3% |
| Q2 2021 | $319,000 | -28.3% | 4,340 | -32.5% | 0.06% | -34.8% |
| Q1 2021 | $445,000 | -48.4% | 6,433 | -49.4% | 0.09% | -52.6% |
| Q4 2020 | $863,000 | -46.8% | 12,718 | -50.0% | 0.19% | -53.5% |
| Q3 2020 | $1,621,000 | +124.5% | 25,434 | +113.6% | 0.42% | +52.2% |
| Q2 2020 | $722,000 | -3.1% | 11,907 | -13.7% | 0.27% | -16.2% |
| Q1 2020 | $745,000 | -13.8% | 13,790 | +4.7% | 0.33% | -4.4% |
| Q4 2019 | $864,000 | – | 13,175 | – | 0.34% | – |
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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% |