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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $602,133 | -33.4% | 8,319 | -31.6% | 0.00% | -33.3% |
Q2 2023 | $904,004 | -1.6% | 12,162 | -3.7% | 0.01% | -14.3% |
Q1 2023 | $918,269 | +1.9% | 12,624 | +1.0% | 0.01% | 0.0% |
Q4 2022 | $901,538 | +14.1% | 12,504 | +4.6% | 0.01% | +16.7% |
Q3 2022 | $790,000 | +15.0% | 11,951 | +22.2% | 0.01% | +20.0% |
Q2 2022 | $687,000 | -20.9% | 9,779 | -12.6% | 0.01% | -16.7% |
Q1 2022 | $868,000 | -15.3% | 11,189 | -11.7% | 0.01% | -14.3% |
Q4 2021 | $1,025,000 | +255.9% | 12,665 | +223.5% | 0.01% | +250.0% |
Q3 2021 | $288,000 | +24.1% | 3,915 | +7.6% | 0.00% | -33.3% |
Q3 2020 | $232,000 | -47.6% | 3,640 | -50.1% | 0.00% | -50.0% |
Q2 2020 | $443,000 | -79.8% | 7,299 | -82.0% | 0.01% | -80.6% |
Q1 2020 | $2,196,000 | -49.4% | 40,654 | -38.5% | 0.03% | -35.4% |
Q4 2019 | $4,336,000 | +59.1% | 66,099 | +55.4% | 0.05% | +50.0% |
Q3 2019 | $2,726,000 | -1.6% | 42,533 | -5.2% | 0.03% | -5.9% |
Q2 2019 | $2,771,000 | +1079.1% | 44,889 | +1024.5% | 0.03% | +1033.3% |
Q1 2019 | $235,000 | -57.5% | 3,992 | -61.9% | 0.00% | -57.1% |
Q4 2017 | $553,000 | +156.0% | 10,480 | +144.3% | 0.01% | +133.3% |
Q3 2017 | $216,000 | – | 4,289 | – | 0.00% | – |
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% |