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 | $311,137 | -30.9% | 4,299 | -29.0% | 0.24% | -28.4% |
| Q2 2023 | $450,043 | -46.5% | 6,055 | -47.6% | 0.33% | -51.8% |
| Q1 2023 | $840,661 | -43.9% | 11,557 | -44.3% | 0.68% | -52.1% |
| Q4 2022 | $1,497,246 | -47.8% | 20,766 | -52.2% | 1.42% | -52.8% |
| Q3 2022 | $2,870,000 | -12.8% | 43,417 | -7.4% | 3.01% | -3.7% |
| Q2 2022 | $3,290,000 | -10.9% | 46,865 | -1.6% | 3.12% | +3.2% |
| Q1 2022 | $3,694,000 | -8.2% | 47,622 | -4.3% | 3.03% | +1.6% |
| Q4 2021 | $4,024,000 | – | 49,737 | – | 2.98% | – |
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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% |