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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $668,844 | -34.5% | 9,195 | -35.1% | 0.38% | -30.9% |
| Q4 2022 | $1,021,657 | -5.3% | 14,170 | -13.2% | 0.54% | +2.6% |
| Q3 2022 | $1,079,000 | +2147.9% | 16,325 | +2269.4% | 0.53% | +2684.2% |
| Q2 2022 | $48,000 | +500.0% | 689 | +589.0% | 0.02% | +533.3% |
| Q1 2022 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | – | 100 | – | 0.00% | – |
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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% |