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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,051 | -94.0% | 28 | -93.9% | 0.00% | -100.0% |
| Q2 2023 | $33,986 | -0.1% | 457 | -2.4% | 0.01% | 0.0% |
| Q1 2023 | $34,011 | +1.3% | 468 | +0.4% | 0.01% | 0.0% |
| Q4 2022 | $33,573 | +15.8% | 466 | +7.1% | 0.01% | +20.0% |
| Q3 2022 | $29,000 | -3.3% | 435 | +3.3% | 0.01% | -16.7% |
| Q2 2022 | $30,000 | -9.1% | 421 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $33,000 | -2.9% | 420 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $34,000 | +9.7% | 419 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $31,000 | 0.0% | 419 | +0.2% | 0.01% | -14.3% |
| Q2 2021 | $31,000 | – | 418 | – | 0.01% | – |
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% |