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 | $612,933 | -14.3% | 8,468 | -12.0% | 0.47% | -13.9% |
| Q2 2023 | $715,000 | -33.5% | 9,619 | -35.0% | 0.54% | -38.1% |
| Q1 2023 | $1,075,971 | -0.5% | 14,792 | -1.3% | 0.87% | -7.2% |
| Q4 2022 | $1,080,909 | -0.7% | 14,992 | -8.9% | 0.94% | -8.2% |
| Q3 2022 | $1,088,000 | -9.0% | 16,455 | -3.4% | 1.03% | -6.9% |
| Q2 2022 | $1,196,000 | -23.6% | 17,034 | -15.6% | 1.10% | -11.1% |
| Q1 2022 | $1,566,000 | -42.7% | 20,188 | -40.2% | 1.24% | -44.0% |
| Q4 2021 | $2,731,000 | – | 33,755 | – | 2.21% | – |
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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% |