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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $308,588,000 | +226.5% | 4,280,000 | +199.3% | 9.38% | +245.0% |
| Q3 2022 | $94,523,000 | -68.9% | 1,430,000 | -66.9% | 2.72% | -70.9% |
| Q2 2022 | $303,686,000 | +723.7% | 4,325,400 | +509.2% | 9.35% | +486.4% |
| Q1 2018 | $36,870,000 | -1.6% | 710,000 | 0.0% | 1.59% | -17.5% |
| Q4 2017 | $37,474,000 | +4.8% | 710,000 | 0.0% | 1.93% | +7.2% |
| Q3 2017 | $35,741,000 | +2.9% | 710,000 | 0.0% | 1.80% | -2.4% |
| Q2 2017 | $34,740,000 | +2.5% | 710,000 | 0.0% | 1.85% | -10.1% |
| Q1 2017 | $33,881,000 | +5.5% | 710,000 | 0.0% | 2.05% | +6.9% |
| Q4 2016 | $32,106,000 | -0.5% | 710,000 | 0.0% | 1.92% | -15.6% |
| Q3 2016 | $32,255,000 | -1.7% | 710,000 | 0.0% | 2.28% | +6.0% |
| Q2 2016 | $32,809,000 | +5.2% | 710,000 | 0.0% | 2.15% | -20.2% |
| Q1 2016 | $31,190,000 | +5.0% | 710,000 | 0.0% | 2.69% | -4.8% |
| Q4 2015 | $29,692,000 | +5.6% | 710,000 | 0.0% | 2.83% | -2.4% |
| Q3 2015 | $28,109,000 | -1.8% | 710,000 | 0.0% | 2.90% | +13.4% |
| Q2 2015 | $28,627,000 | -2.3% | 710,000 | 0.0% | 2.55% | +4.1% |
| Q1 2015 | $29,295,000 | +1.9% | 710,000 | 0.0% | 2.45% | +11.4% |
| Q4 2014 | $28,741,000 | -83.1% | 710,000 | -84.3% | 2.20% | -71.6% |
| Q3 2014 | $170,067,000 | +1.2% | 4,513,459 | 0.0% | 7.74% | +70.3% |
| Q2 2014 | $167,991,000 | +3.2% | 4,513,459 | 0.0% | 4.54% | -13.3% |
| Q1 2014 | $162,710,000 | +1.5% | 4,513,459 | 0.0% | 5.24% | -11.8% |
| Q4 2013 | $160,228,000 | +27.0% | 4,513,459 | +18.7% | 5.94% | +21.2% |
| Q3 2013 | $126,199,000 | +1.9% | 3,803,459 | 0.0% | 4.90% | -13.3% |
| Q2 2013 | $123,879,000 | – | 3,803,459 | – | 5.65% | – |
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% |