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 | $28,501,435 | +24.2% | 393,775 | +27.5% | 4.48% | +20.3% |
| Q2 2023 | $22,948,124 | +7.4% | 308,733 | +5.1% | 3.72% | -1.4% |
| Q1 2023 | $21,372,758 | +27.8% | 293,824 | +26.7% | 3.78% | +18.2% |
| Q4 2022 | $16,726,335 | +56.9% | 231,988 | +43.9% | 3.20% | +34.6% |
| Q3 2022 | $10,659,000 | +13.2% | 161,250 | +20.2% | 2.37% | +12.4% |
| Q2 2022 | $9,417,000 | +197.3% | 134,121 | +227.1% | 2.11% | +202.9% |
| Q1 2022 | $3,167,000 | +0.5% | 41,006 | +5.3% | 0.70% | -1.1% |
| Q4 2021 | $3,150,000 | – | 38,935 | – | 0.70% | – |
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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% |