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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,122,947 | +5.8% | 54,001 | +0.3% | 4.04% | +1.2% |
| Q3 2023 | $3,898,421 | -3.1% | 53,861 | -0.5% | 3.99% | +5.6% |
| Q2 2023 | $4,024,252 | +5.2% | 54,141 | -0.1% | 3.78% | -12.8% |
| Q1 2023 | $3,826,335 | +92256.6% | 54,175 | -1.6% | 4.34% | -0.3% |
| Q4 2022 | $4,143 | -99.9% | 55,050 | +5.6% | 4.35% | +7.0% |
| Q3 2022 | $3,447,000 | +4.8% | 52,150 | +11.3% | 4.07% | +10.2% |
| Q2 2022 | $3,289,000 | -1.9% | 46,845 | +8.3% | 3.69% | +6.7% |
| Q1 2022 | $3,354,000 | +18.8% | 43,240 | +23.9% | 3.46% | +23.4% |
| Q4 2021 | $2,823,000 | +17.4% | 34,900 | +6.7% | 2.81% | +7.9% |
| Q3 2021 | $2,405,000 | +6.9% | 32,720 | +7.1% | 2.60% | +2.9% |
| Q2 2021 | $2,249,000 | +21.1% | 30,560 | +13.9% | 2.53% | +10.2% |
| Q1 2021 | $1,857,000 | +1.5% | 26,840 | -3.1% | 2.29% | -32.0% |
| Q4 2020 | $1,829,000 | – | 27,710 | – | 3.37% | – |
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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% |