ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,399,907 | -42.0% | 19,341 | -40.5% | 0.53% | -41.1% |
Q2 2023 | $2,415,656 | -8.6% | 32,499 | -10.6% | 0.90% | -16.5% |
Q1 2023 | $2,643,667 | +13.1% | 36,344 | +12.1% | 1.08% | +6.1% |
Q4 2022 | $2,336,564 | +4.9% | 32,407 | -3.8% | 1.02% | -3.1% |
Q3 2022 | $2,227,000 | +15.0% | 33,690 | +22.1% | 1.05% | +21.3% |
Q2 2022 | $1,937,000 | -13.6% | 27,594 | -4.5% | 0.87% | -2.5% |
Q1 2022 | $2,241,000 | -12.3% | 28,890 | -8.6% | 0.89% | -14.3% |
Q4 2021 | $2,556,000 | – | 31,594 | – | 1.04% | – |
Download |
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% |