ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,253,235 | -4.1% | 72,579 | -1.6% | 3.80% | -2.7% |
| Q2 2023 | $5,480,169 | +2.7% | 73,728 | +0.5% | 3.91% | -3.4% |
| Q1 2023 | $5,337,554 | +1.1% | 73,379 | +0.2% | 4.05% | -6.8% |
| Q4 2022 | $5,280,902 | +9.8% | 73,244 | +0.7% | 4.34% | -7.5% |
| Q3 2022 | $4,809,000 | -6.1% | 72,748 | -0.3% | 4.69% | -2.0% |
| Q2 2022 | $5,123,000 | -7.2% | 72,964 | +2.6% | 4.79% | 0.0% |
| Q1 2022 | $5,518,000 | +1.8% | 71,130 | +6.2% | 4.79% | +6.3% |
| Q4 2021 | $5,418,000 | – | 66,966 | – | 4.51% | – |
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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% |