ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,015,928 | -38.2% | 27,852 | -43.6% | 1.08% | -43.5% |
| Q3 2022 | $3,263,000 | -37.2% | 49,368 | -26.3% | 1.92% | -32.5% |
| Q1 2022 | $5,195,000 | +0.1% | 66,965 | +4.4% | 2.84% | -3.2% |
| Q4 2021 | $5,189,000 | +18.8% | 64,142 | +8.0% | 2.93% | +12.5% |
| Q3 2021 | $4,367,000 | +5.4% | 59,414 | +5.5% | 2.61% | +0.6% |
| Q2 2021 | $4,145,000 | +17.4% | 56,307 | +10.3% | 2.59% | +11.2% |
| Q1 2021 | $3,531,000 | -66.1% | 51,038 | -66.8% | 2.33% | -41.7% |
| Q4 2020 | $10,427,000 | – | 153,598 | – | 4.00% | – |
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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% |