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 | $419,683 | -2.6% | 5,798 | 0.0% | 0.29% | +2.5% |
| Q2 2023 | $430,990 | -47.0% | 5,798 | -48.2% | 0.28% | -40.1% |
| Q1 2023 | $813,894 | +84241.3% | 11,189 | -16.4% | 0.47% | -7.5% |
| Q4 2022 | $965 | -99.9% | 13,381 | -7.9% | 0.51% | -9.3% |
| Q3 2022 | $960,000 | -14.5% | 14,529 | -9.2% | 0.56% | -11.6% |
| Q2 2022 | $1,123,000 | -25.4% | 15,996 | -17.6% | 0.63% | -19.3% |
| Q1 2022 | $1,506,000 | -60.0% | 19,412 | -58.3% | 0.78% | -59.6% |
| Q4 2021 | $3,768,000 | – | 46,581 | – | 1.94% | – |
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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% |