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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,287 | +39.6% | 30,770 | +35.5% | 0.10% | +20.7% |
| Q4 2022 | $1,638 | -99.9% | 22,712 | -30.1% | 0.08% | -28.7% |
| Q3 2022 | $2,148,000 | +433.0% | 32,493 | +525.1% | 0.12% | +721.4% |
| Q1 2022 | $403,000 | -97.0% | 5,198 | -97.1% | 0.01% | -97.4% |
| Q3 2021 | $13,334,000 | +2383.1% | 181,416 | +2387.2% | 0.54% | +1885.2% |
| Q2 2021 | $537,000 | -84.3% | 7,294 | -85.3% | 0.03% | -85.4% |
| Q1 2021 | $3,425,000 | +97.9% | 49,495 | +94.1% | 0.18% | +56.8% |
| Q4 2020 | $1,731,000 | -50.3% | 25,498 | -53.3% | 0.12% | -54.3% |
| Q3 2020 | $3,481,000 | +574.6% | 54,627 | +459.1% | 0.26% | +448.9% |
| Q4 2017 | $516,000 | -92.3% | 9,771 | -93.4% | 0.05% | -88.6% |
| Q4 2016 | $6,707,000 | +1727.5% | 148,314 | +1737.2% | 0.41% | +1111.8% |
| Q3 2016 | $367,000 | – | 8,073 | – | 0.03% | – |
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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% |