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 | $8,440 | -27.5% | 116,613 | -25.6% | 1.34% | -9.5% |
| Q2 2023 | $11,643 | +2.5% | 156,634 | +0.3% | 1.49% | -28.0% |
| Q1 2023 | $11,355 | +44.0% | 156,103 | +42.7% | 2.06% | +15.4% |
| Q4 2022 | $7,886 | -99.9% | 109,381 | -98.5% | 1.79% | +3.5% |
| Q3 2022 | $7,515,000 | +9.3% | 7,515,200 | +7576.7% | 1.73% | +64.3% |
| Q2 2022 | $6,873,000 | +6445.7% | 97,896 | -98.8% | 1.05% | +130.2% |
| Q1 2022 | $105,000 | -98.7% | 8,144,806 | +7718.9% | 0.46% | -57.0% |
| Q4 2021 | $7,918,000 | +142.9% | 104,168 | +134.7% | 1.06% | +137.8% |
| Q3 2021 | $3,260,000 | -60.2% | 44,390 | -63.2% | 0.45% | -65.7% |
| Q4 2020 | $8,189,000 | – | 120,640 | – | 1.30% | – |
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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% |