ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $141,503 | -2.6% | 1,955 | 0.0% | 0.12% | +2.7% |
| Q2 2023 | $145,316 | -19.4% | 1,955 | -21.2% | 0.11% | -23.3% |
| Q1 2023 | $180,396 | +0.9% | 2,480 | 0.0% | 0.15% | -4.6% |
| Q4 2022 | $178,808 | +9.0% | 2,480 | 0.0% | 0.15% | +15.9% |
| Q3 2022 | $164,000 | -13.2% | 2,480 | -8.1% | 0.13% | -4.3% |
| Q2 2022 | $189,000 | -9.6% | 2,698 | 0.0% | 0.14% | -1.4% |
| Q1 2022 | $209,000 | -4.1% | 2,698 | 0.0% | 0.14% | -0.7% |
| Q4 2021 | $218,000 | +4.8% | 2,698 | -4.6% | 0.14% | -4.1% |
| Q3 2021 | $208,000 | -5.5% | 2,828 | -5.3% | 0.15% | -6.4% |
| Q2 2021 | $220,000 | +6.3% | 2,987 | 0.0% | 0.16% | -3.1% |
| Q1 2021 | $207,000 | +2.0% | 2,987 | 0.0% | 0.16% | -5.3% |
| Q4 2020 | $203,000 | – | 2,987 | – | 0.17% | – |
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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% |