ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. 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 | $1,603,724 | -3.5% | 22,157 | -0.9% | 1.16% | -1.5% |
| Q2 2023 | $1,661,647 | +55.6% | 22,355 | +52.3% | 1.18% | +47.4% |
| Q1 2023 | $1,067,823 | +123.5% | 14,680 | +121.5% | 0.80% | +119.8% |
| Q4 2022 | $477,879 | +3.7% | 6,628 | -4.9% | 0.36% | -0.5% |
| Q3 2022 | $461,000 | -46.2% | 6,970 | -42.9% | 0.36% | -44.4% |
| Q2 2022 | $857,000 | -79.9% | 12,205 | -77.8% | 0.66% | -78.3% |
| Q1 2022 | $4,260,000 | -16.1% | 54,923 | -12.5% | 3.03% | -14.7% |
| Q4 2021 | $5,077,000 | -4.9% | 62,758 | -13.6% | 3.55% | -11.1% |
| Q3 2021 | $5,336,000 | +21.9% | 72,598 | +22.1% | 4.00% | +21.7% |
| Q2 2021 | $4,376,000 | +31.5% | 59,446 | +23.6% | 3.29% | +22.3% |
| Q1 2021 | $3,328,000 | -4.6% | 48,099 | -6.4% | 2.69% | -15.2% |
| Q4 2020 | $3,488,000 | – | 51,378 | – | 3.17% | – |
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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% |