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 | $1,495,371 | -5.6% | 20,660 | -3.1% | 0.60% | -10.1% |
| Q2 2023 | $1,583,972 | -2.1% | 21,310 | -4.2% | 0.66% | +0.2% |
| Q1 2023 | $1,617,883 | -0.8% | 22,242 | -1.7% | 0.66% | +1.7% |
| Q4 2022 | $1,631,623 | +5.3% | 22,630 | -3.4% | 0.65% | -23.7% |
| Q3 2022 | $1,548,858 | -6.3% | 23,432 | -0.5% | 0.86% | -7.1% |
| Q2 2022 | $1,652,646 | -94.2% | 23,539 | -93.6% | 0.92% | -92.7% |
| Q1 2022 | $28,511,306 | -3.0% | 367,556 | +1.2% | 12.60% | +13.1% |
| Q4 2021 | $29,395,623 | – | 363,358 | – | 11.14% | – |
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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% |