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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $702,231 | -2.2% | 9,702 | +0.4% | 0.38% | +30.7% |
Q2 2023 | $718,102 | -4.6% | 9,661 | -6.6% | 0.29% | -32.8% |
Q1 2023 | $752,786 | -2.4% | 10,349 | -3.3% | 0.43% | -24.0% |
Q4 2022 | $771,686 | +1.5% | 10,703 | -6.8% | 0.56% | -15.1% |
Q3 2022 | $760,000 | -10.8% | 11,490 | -5.3% | 0.66% | -9.6% |
Q2 2022 | $852,000 | -12.6% | 12,136 | -3.5% | 0.73% | +11.2% |
Q1 2022 | $975,000 | +1.7% | 12,575 | +6.1% | 0.66% | -7.8% |
Q4 2021 | $959,000 | – | 11,856 | – | 0.71% | – |
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% |