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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $251,753 | -0.5% | 3,461 | -1.4% | 0.17% | -5.6% |
| Q4 2022 | $253,143 | +8.6% | 3,511 | -0.6% | 0.18% | +8.5% |
| Q3 2022 | $233,000 | -6.8% | 3,531 | -0.8% | 0.16% | -0.6% |
| Q2 2022 | $250,000 | -14.7% | 3,561 | -5.8% | 0.16% | +2.5% |
| Q1 2022 | $293,000 | -6.7% | 3,781 | -2.6% | 0.16% | -4.2% |
| Q4 2021 | $314,000 | +10.2% | 3,881 | 0.0% | 0.17% | +2.4% |
| Q3 2021 | $285,000 | +4.0% | 3,881 | -9.8% | 0.16% | -28.4% |
| Q3 2020 | $274,000 | +5.8% | 4,305 | +0.7% | 0.23% | -2.1% |
| Q2 2020 | $259,000 | +14.1% | 4,275 | +23.4% | 0.23% | +17.0% |
| Q4 2019 | $227,000 | +2.3% | 3,465 | 0.0% | 0.20% | -4.3% |
| Q3 2019 | $222,000 | +4.2% | 3,465 | +0.3% | 0.21% | +2.5% |
| Q2 2019 | $213,000 | +3.9% | 3,456 | -6.3% | 0.20% | -3.3% |
| Q2 2018 | $205,000 | – | 3,690 | – | 0.21% | – |
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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% |