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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,447,378 | +9.2% | 18,549 | 0.0% | 1.26% | -4.5% |
| Q3 2023 | $1,325,511 | -7.7% | 18,549 | -4.0% | 1.32% | -0.5% |
| Q2 2023 | $1,436,279 | +1.4% | 19,323 | -0.8% | 1.33% | -47.1% |
| Q1 2023 | $1,416,466 | -1.3% | 19,473 | -2.1% | 2.51% | +63.0% |
| Q4 2022 | $1,434,718 | +8.7% | 19,899 | -0.4% | 1.54% | +3.9% |
| Q3 2022 | $1,320,000 | -6.2% | 19,970 | -0.3% | 1.48% | +0.5% |
| Q2 2022 | $1,407,000 | -10.2% | 20,040 | -0.7% | 1.48% | +9.2% |
| Q1 2022 | $1,566,000 | -4.1% | 20,187 | 0.0% | 1.35% | +0.7% |
| Q4 2021 | $1,633,000 | – | 20,187 | – | 1.34% | – |
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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% |