ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,457 | -6.3% | 61,584 | -3.8% | 2.54% | -5.4% |
Q2 2023 | $4,757 | -9.7% | 63,995 | -12.4% | 2.69% | -25.1% |
Q4 2022 | $5,270 | -99.9% | 73,089 | -1.1% | 3.58% | -3.7% |
Q3 2022 | $4,883,000 | -6.0% | 73,875 | -0.2% | 3.72% | +7.5% |
Q2 2022 | $5,197,000 | -12.6% | 74,024 | -3.4% | 3.46% | +6.0% |
Q1 2022 | $5,944,000 | -5.9% | 76,623 | -1.8% | 3.27% | -2.2% |
Q4 2021 | $6,314,000 | – | 78,051 | – | 3.34% | – |
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% |