ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. 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 | $1,392,659 | -6.0% | 19,241 | -3.5% | 0.64% | -2.0% |
| Q2 2023 | $1,481,838 | +31.6% | 19,936 | +28.8% | 0.65% | +15.0% |
| Q1 2023 | $1,126,306 | -30.2% | 15,484 | -30.8% | 0.57% | -27.6% |
| Q4 2022 | $1,612,907 | +3.5% | 22,370 | +0.0% | 0.78% | +0.8% |
| Q3 2022 | $1,558,000 | -6.3% | 22,364 | -0.7% | 0.78% | -7.7% |
| Q2 2022 | $1,662,000 | -2.8% | 22,522 | -3.3% | 0.84% | -9.3% |
| Q1 2022 | $1,710,000 | -9.2% | 23,285 | +0.0% | 0.93% | -8.2% |
| Q4 2021 | $1,884,000 | +4.3% | 23,282 | -0.1% | 1.01% | +0.6% |
| Q3 2021 | $1,807,000 | +0.6% | 23,306 | -1.1% | 1.01% | -5.5% |
| Q2 2021 | $1,796,000 | -1.7% | 23,559 | -6.9% | 1.06% | -14.7% |
| Q1 2021 | $1,827,000 | +3.5% | 25,302 | -2.5% | 1.25% | -0.1% |
| Q4 2020 | $1,765,000 | – | 25,951 | – | 1.25% | – |
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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% |