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 | $10,985 | -3.1% | 151,766 | -0.4% | 3.86% | -1.2% |
Q2 2023 | $11,332 | +1.7% | 152,450 | -0.5% | 3.91% | -2.3% |
Q1 2023 | $11,140 | -0.8% | 153,151 | -1.6% | 4.00% | -6.3% |
Q4 2022 | $11,225 | -99.9% | 155,693 | -0.5% | 4.27% | -0.4% |
Q3 2022 | $10,345,000 | -7.1% | 156,504 | -1.4% | 4.28% | -2.7% |
Q2 2022 | $11,139,000 | -9.2% | 158,649 | +0.4% | 4.40% | +5.7% |
Q1 2022 | $12,263,000 | -4.8% | 158,092 | -0.7% | 4.16% | -2.8% |
Q4 2021 | $12,875,000 | +8.3% | 159,141 | -1.6% | 4.28% | +3.1% |
Q3 2021 | $11,888,000 | -1.3% | 161,738 | -1.2% | 4.16% | +0.1% |
Q2 2021 | $12,046,000 | +5.3% | 163,652 | -1.1% | 4.15% | -2.3% |
Q1 2021 | $11,444,000 | +5.3% | 165,396 | +3.3% | 4.25% | -3.5% |
Q4 2020 | $10,872,000 | +11.8% | 160,168 | +5.0% | 4.40% | -1.6% |
Q3 2020 | $9,721,000 | +2.2% | 152,541 | -2.8% | 4.47% | -4.8% |
Q2 2020 | $9,516,000 | +17.1% | 156,945 | +4.3% | 4.70% | +0.9% |
Q1 2020 | $8,126,000 | +247.9% | 150,452 | +322.4% | 4.66% | +386.6% |
Q4 2019 | $2,336,000 | – | 35,617 | – | 0.96% | – |
Download |
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% |