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 | $5,217,065 | -18.4% | 72,079 | -16.2% | 2.28% | -15.8% |
| Q2 2023 | $6,391,892 | +5.8% | 85,993 | +3.5% | 2.70% | -3.4% |
| Q1 2023 | $6,043,904 | +41.2% | 83,089 | +39.9% | 2.80% | +31.5% |
| Q4 2022 | $4,281,308 | +6.0% | 59,380 | -2.9% | 2.13% | +3.9% |
| Q3 2022 | $4,040,000 | +31.4% | 61,126 | +39.5% | 2.05% | +43.7% |
| Q2 2022 | $3,075,000 | -9.1% | 43,806 | +0.5% | 1.42% | +6.1% |
| Q1 2022 | $3,381,000 | -23.8% | 43,592 | -20.5% | 1.34% | -19.5% |
| Q4 2021 | $4,435,000 | – | 54,831 | – | 1.67% | – |
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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% |