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 | $307,585 | -16.7% | 4,250 | -14.4% | 0.13% | -7.6% |
Q2 2023 | $369,165 | +2.3% | 4,967 | +0.1% | 0.14% | -19.4% |
Q1 2023 | $360,885 | -8.7% | 4,962 | -9.5% | 0.18% | -0.6% |
Q4 2022 | $395,247 | +9.2% | 5,482 | +0.0% | 0.18% | -1.6% |
Q3 2022 | $362,000 | -4.0% | 5,480 | +2.0% | 0.18% | -3.7% |
Q2 2022 | $377,000 | -12.1% | 5,371 | -2.9% | 0.19% | 0.0% |
Q1 2022 | $429,000 | +21.5% | 5,529 | +26.6% | 0.19% | +34.5% |
Q4 2021 | $353,000 | +11.4% | 4,369 | +1.2% | 0.14% | -4.1% |
Q3 2021 | $317,000 | +4.6% | 4,317 | +4.7% | 0.15% | +7.2% |
Q2 2021 | $303,000 | -18.1% | 4,122 | -19.9% | 0.14% | -24.2% |
Q1 2021 | $370,000 | +0.5% | 5,148 | -5.0% | 0.18% | -12.5% |
Q4 2020 | $368,000 | +13.9% | 5,420 | +7.8% | 0.21% | +7.8% |
Q3 2020 | $323,000 | – | 5,030 | – | 0.19% | – |
Download |
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% |