ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,189,561 | -5.2% | 108,071 | -7.0% | 0.86% | -2.3% |
| Q2 2023 | $8,635,720 | +22.7% | 116,182 | -67.7% | 0.88% | +123.7% |
| Q1 2023 | $7,036,085 | -31.3% | 359,653 | +153.0% | 0.39% | -14.2% |
| Q4 2022 | $10,247,517 | +16.7% | 142,128 | +7.0% | 0.46% | -11.6% |
| Q3 2022 | $8,782,000 | +1.7% | 132,853 | +9.3% | 0.52% | -32.5% |
| Q2 2022 | $8,634,000 | -23.6% | 121,498 | -16.6% | 0.77% | +20.4% |
| Q1 2022 | $11,294,000 | -9.8% | 145,602 | -5.9% | 0.64% | -39.8% |
| Q4 2021 | $12,520,000 | +9.0% | 154,753 | -6.8% | 1.06% | +15.2% |
| Q1 2021 | $11,489,000 | -21.1% | 166,054 | -22.6% | 0.92% | -31.6% |
| Q4 2020 | $14,557,000 | – | 214,450 | – | 1.34% | – |
Download | ||||||
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% |