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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,393,208 | -8.3% | 32,197 | -10.3% | 1.28% | -13.2% |
| Q1 2023 | $2,610,471 | -34.0% | 35,888 | -33.9% | 1.48% | -34.6% |
| Q4 2022 | $3,956,651 | +3.2% | 54,253 | -2.5% | 2.26% | -3.5% |
| Q3 2022 | $3,835,000 | +22.2% | 55,671 | +24.5% | 2.34% | +22.9% |
| Q2 2022 | $3,139,000 | -15.0% | 44,714 | -6.0% | 1.90% | -3.3% |
| Q1 2022 | $3,691,000 | -2.1% | 47,583 | -0.7% | 1.97% | -7.9% |
| Q4 2021 | $3,769,000 | – | 47,938 | – | 2.13% | – |
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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% |