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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,752,616 | +190.7% | 52,047 | +166.5% | 2.34% | +169.2% |
| Q3 2022 | $1,291,000 | -6.9% | 19,529 | -1.1% | 0.87% | -1.0% |
| Q2 2022 | $1,386,000 | -14.7% | 19,739 | -5.7% | 0.88% | +5.5% |
| Q1 2022 | $1,624,000 | -13.7% | 20,930 | -10.0% | 0.83% | -8.8% |
| Q4 2021 | $1,881,000 | +5.3% | 23,254 | -4.4% | 0.91% | +0.8% |
| Q3 2021 | $1,787,000 | -3.9% | 24,319 | -3.7% | 0.91% | +7.7% |
| Q2 2021 | $1,860,000 | -0.9% | 25,265 | -6.8% | 0.84% | -10.9% |
| Q1 2021 | $1,876,000 | -11.4% | 27,110 | -13.1% | 0.94% | -27.7% |
| Q4 2020 | $2,118,000 | – | 31,198 | – | 1.31% | – |
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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% |