ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $22,063 | +10.3% | 306 | – | 0.01% | 0.0% |
| Q3 2022 | $20,000 | -45.9% | 0 | -100.0% | 0.01% | -33.3% |
| Q2 2022 | $37,000 | +27.6% | 522 | +41.5% | 0.01% | +33.3% |
| Q1 2022 | $29,000 | -47.3% | 369 | -51.0% | 0.01% | -47.1% |
| Q3 2021 | $55,000 | +266.7% | 753 | +263.8% | 0.02% | +240.0% |
| Q2 2021 | $15,000 | +7.1% | 207 | -18.5% | 0.01% | -16.7% |
| Q1 2020 | $14,000 | -17.6% | 254 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $17,000 | +88.9% | 254 | +47.7% | 0.01% | +66.7% |
| Q4 2018 | $9,000 | – | 172 | – | 0.00% | – |
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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% |