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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $564,157 | +8.4% | 7,230 | +0.6% | 0.33% | -0.6% |
| Q3 2023 | $520,412 | -2.6% | 7,190 | 0.0% | 0.33% | -1.8% |
| Q2 2023 | $534,433 | +16.3% | 7,190 | +13.9% | 0.34% | +9.4% |
| Q1 2023 | $459,353 | +0.9% | 6,315 | 0.0% | 0.31% | -4.3% |
| Q4 2022 | $455,312 | +9.2% | 6,315 | 0.0% | 0.32% | +6.6% |
| Q3 2022 | $417,000 | -5.4% | 6,315 | +0.5% | 0.30% | +6.0% |
| Q2 2022 | $441,000 | -9.6% | 6,285 | 0.0% | 0.28% | +2.5% |
| Q1 2022 | $488,000 | -1.4% | 6,285 | +2.8% | 0.28% | +12.6% |
| Q4 2021 | $495,000 | +8.6% | 6,115 | -1.5% | 0.25% | -3.5% |
| Q3 2021 | $456,000 | -39.0% | 6,210 | -38.9% | 0.26% | -40.3% |
| Q2 2021 | $748,000 | -48.1% | 10,160 | -51.2% | 0.43% | -52.0% |
| Q1 2021 | $1,441,000 | -61.5% | 20,831 | -62.2% | 0.89% | -63.1% |
| Q4 2020 | $3,740,000 | -1.3% | 55,092 | -7.3% | 2.42% | -12.7% |
| Q3 2020 | $3,789,000 | +1.2% | 59,452 | -3.7% | 2.78% | -18.7% |
| Q2 2020 | $3,743,000 | +11.0% | 61,743 | -1.1% | 3.41% | -10.8% |
| Q1 2020 | $3,373,000 | – | 62,458 | – | 3.83% | – |
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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% |