ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,738,763 | +7.0% | 36,846 | +4.7% | 1.43% | +0.4% |
Q1 2023 | $2,559,139 | +33.3% | 35,182 | +32.1% | 1.43% | +22.9% |
Q4 2022 | $1,919,663 | +17.0% | 26,625 | +7.3% | 1.16% | +8.5% |
Q3 2022 | $1,641,000 | -13.2% | 24,822 | +1.9% | 1.07% | +3.6% |
Q1 2022 | $1,890,000 | -8.6% | 24,368 | -4.6% | 1.03% | -5.9% |
Q4 2021 | $2,067,000 | +73.4% | 25,556 | +48.4% | 1.10% | +34.7% |
Q1 2021 | $1,192,000 | +10.9% | 17,223 | +6.8% | 0.82% | +3.7% |
Q4 2020 | $1,075,000 | – | 16,128 | – | 0.79% | – |
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% |