ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $553,081 | -43.9% | 7,691 | -42.1% | 0.18% | -46.8% |
| Q2 2023 | $985,674 | -1.5% | 13,275 | -3.4% | 0.34% | -14.4% |
| Q1 2023 | $1,001,040 | -8.7% | 13,743 | -9.0% | 0.40% | -17.5% |
| Q4 2022 | $1,095,895 | -14.8% | 15,101 | -18.8% | 0.49% | -23.3% |
| Q3 2022 | $1,287,000 | -5.4% | 18,605 | -2.8% | 0.64% | -12.2% |
| Q2 2022 | $1,360,000 | -9.6% | 19,140 | -0.4% | 0.72% | -5.4% |
| Q1 2022 | $1,504,000 | -5.4% | 19,224 | -3.1% | 0.76% | +4.8% |
| Q4 2021 | $1,590,000 | +0.5% | 19,848 | -8.1% | 0.73% | -9.0% |
| Q3 2021 | $1,582,000 | -5.4% | 21,593 | -3.8% | 0.80% | -5.9% |
| Q2 2021 | $1,673,000 | +1.0% | 22,445 | -2.0% | 0.85% | -0.9% |
| Q1 2021 | $1,657,000 | -6.2% | 22,896 | -9.4% | 0.86% | -21.0% |
| Q4 2020 | $1,766,000 | – | 25,285 | – | 1.09% | – |
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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% |