ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,686,824 | -5.7% | 50,937 | -3.2% | 0.18% | -4.6% |
| Q2 2023 | $3,909,962 | -11.3% | 52,603 | -13.2% | 0.19% | -19.5% |
| Q1 2023 | $4,405,891 | -54.2% | 60,570 | -54.6% | 0.24% | -58.9% |
| Q4 2022 | $9,614,814 | +1.1% | 133,354 | -1.6% | 0.59% | -8.6% |
| Q3 2022 | $9,512,000 | 0.0% | 135,485 | 0.0% | 0.64% | 0.0% |
| Q2 2022 | $9,512,000 | -15.7% | 135,485 | -2.9% | 0.64% | -4.5% |
| Q4 2021 | $11,286,000 | -10.8% | 139,501 | -18.9% | 0.67% | +66.3% |
| Q3 2021 | $12,646,000 | -1.2% | 172,051 | -1.0% | 0.40% | -1.0% |
| Q2 2021 | $12,796,000 | +15.1% | 173,829 | +8.2% | 0.41% | +2.0% |
| Q1 2021 | $11,120,000 | – | 160,723 | – | 0.40% | – |
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% |