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 | $23,747,299 | +7.4% | 328,092 | +10.3% | 0.23% | +5.9% |
| Q2 2023 | $22,110,425 | -12.9% | 297,463 | -14.8% | 0.22% | -19.6% |
| Q1 2023 | $25,389,548 | -23.7% | 349,045 | -24.3% | 0.28% | -7.1% |
| Q4 2022 | $33,261,965 | -99.9% | 461,331 | -54.2% | 0.30% | -16.9% |
| Q3 2022 | $33,317,284,000 | +90477.9% | 1,007,092 | +92.2% | 0.36% | -5.8% |
| Q2 2022 | $36,783,000 | -8.5% | 523,899 | +1.0% | 0.38% | -9.8% |
| Q1 2022 | $40,220,000 | -11.5% | 518,504 | -7.7% | 0.42% | -8.9% |
| Q4 2021 | $45,460,000 | +30.7% | 561,928 | +18.8% | 0.46% | +32.2% |
| Q3 2021 | $34,770,000 | -3.9% | 473,065 | -3.8% | 0.35% | -15.3% |
| Q2 2021 | $36,182,000 | -14.1% | 491,542 | -19.2% | 0.41% | -23.2% |
| Q1 2021 | $42,114,000 | -25.0% | 608,673 | -27.0% | 0.54% | -17.8% |
| Q4 2020 | $56,128,000 | -99.9% | 834,125 | +13.2% | 0.65% | -25.9% |
| Q3 2020 | $47,059,000,000 | – | 736,711 | – | 0.88% | – |
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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% |