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 | $366,923 | +55.5% | 5,069 | +59.7% | 0.25% | +56.2% |
| Q2 2023 | $235,962 | +5.8% | 3,175 | +3.6% | 0.16% | -4.2% |
| Q1 2023 | $222,993 | +3.0% | 3,066 | +2.1% | 0.17% | -3.5% |
| Q4 2022 | $216,492 | +2.1% | 3,003 | -6.2% | 0.17% | +2.4% |
| Q3 2022 | $212,000 | -6.6% | 3,201 | -1.0% | 0.17% | -10.6% |
| Q2 2022 | $227,000 | -84.9% | 3,232 | -82.6% | 0.19% | -87.1% |
| Q1 2022 | $1,502,000 | 0.0% | 18,568 | 0.0% | 1.47% | 0.0% |
| Q4 2021 | $1,502,000 | +9.5% | 18,568 | -0.5% | 1.47% | +13.8% |
| Q3 2021 | $1,372,000 | -0.7% | 18,661 | -0.6% | 1.29% | +0.2% |
| Q2 2021 | $1,381,000 | – | 18,767 | – | 1.29% | – |
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% |