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 | $4,351,775 | -6.3% | 60,124 | -3.8% | 2.68% | +60.5% |
| Q2 2023 | $4,645,922 | +2.4% | 62,504 | +0.2% | 1.67% | +1.8% |
| Q1 2023 | $4,538,540 | +1.1% | 62,394 | +0.2% | 1.64% | +2.6% |
| Q4 2022 | $4,489,379 | +9.6% | 62,266 | +0.4% | 1.60% | +67.6% |
| Q3 2022 | $4,097,000 | -5.9% | 61,989 | 0.0% | 0.95% | +1.3% |
| Q2 2022 | $4,352,000 | -6.9% | 61,989 | +2.8% | 0.94% | +31.2% |
| Q1 2022 | $4,677,000 | +1.6% | 60,298 | +5.9% | 0.72% | +9.1% |
| Q4 2021 | $4,605,000 | +10.5% | 56,918 | +0.3% | 0.66% | +3.3% |
| Q3 2021 | $4,169,000 | +2.9% | 56,722 | +3.0% | 0.64% | +4.4% |
| Q2 2021 | $4,052,000 | +10.3% | 55,052 | +3.6% | 0.61% | +13.4% |
| Q1 2021 | $3,675,000 | +9.7% | 53,114 | +7.6% | 0.54% | +2.5% |
| Q4 2020 | $3,350,000 | +7.3% | 49,349 | +0.8% | 0.52% | -11.2% |
| Q3 2020 | $3,121,000 | +14.4% | 48,978 | +8.9% | 0.59% | +6.9% |
| Q2 2020 | $2,727,000 | +185.0% | 44,978 | +153.8% | 0.55% | +173.8% |
| Q1 2020 | $957,000 | +19.3% | 17,725 | +45.0% | 0.20% | +54.2% |
| Q4 2019 | $802,000 | +2.3% | 12,225 | 0.0% | 0.13% | -3.7% |
| Q3 2019 | $784,000 | – | 12,225 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 2,011,232 | $128,920,000 | 77.48% |
| Shelter Ins Retirement Plan | 1,717,600 | $110,098,000 | 56.20% |
| Legacy Financial Advisors, Inc. | 1,897,861 | $121,653,000 | 40.44% |
| Tolleson Wealth Management, Inc. | 1,034,068 | $66,284,000 | 36.12% |
| DOW CHEMICAL CO /DE/ | 2,024,319 | $129,759,000 | 28.94% |
| Financial Advisors, LLC | 697,153 | $44,688,000 | 27.39% |
| VisionPoint Advisory Group, LLC | 1,393,849 | $89,248,000 | 24.46% |
| Personal Wealth Partners | 732,333 | $46,943,000 | 21.67% |
| ARS Wealth Advisors, LLC | 1,038,753 | $66,584,000 | 21.17% |
| Sharkey, Howes & Javer | 704,274 | $45,144,000 | 19.46% |