ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,826,939 | -3.4% | 25,241 | -0.8% | 0.03% | -3.3% |
| Q2 2023 | $1,891,842 | +2.0% | 25,452 | -0.2% | 0.03% | -6.2% |
| Q1 2023 | $1,854,964 | +4.1% | 25,501 | +3.2% | 0.03% | 0.0% |
| Q4 2022 | $1,781,258 | +7.0% | 24,705 | -1.9% | 0.03% | -8.6% |
| Q3 2022 | $1,664,000 | -8.7% | 25,173 | -3.0% | 0.04% | -5.4% |
| Q2 2022 | $1,822,000 | -11.4% | 25,954 | -2.1% | 0.04% | -2.6% |
| Q1 2022 | $2,056,000 | +220.7% | 26,511 | +234.8% | 0.04% | +192.3% |
| Q4 2021 | $641,000 | – | 7,918 | – | 0.01% | – |
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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% |