ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,890,432 | +6.0% | 24,227 | -1.7% | 0.06% | -4.5% |
| Q3 2023 | $1,783,153 | +29.8% | 24,636 | +33.3% | 0.07% | +34.0% |
| Q2 2023 | $1,373,321 | +10.6% | 18,476 | +8.2% | 0.05% | +4.2% |
| Q1 2023 | $1,241,817 | +100778.7% | 17,072 | 0.0% | 0.05% | -5.9% |
| Q4 2022 | $1,231 | -99.7% | 17,072 | +205.4% | 0.05% | +200.0% |
| Q3 2022 | $369,000 | -5.9% | 5,590 | 0.0% | 0.02% | +6.2% |
| Q2 2022 | $392,000 | -9.7% | 5,590 | 0.0% | 0.02% | +6.7% |
| Q1 2022 | $434,000 | -32.7% | 5,590 | -29.9% | 0.02% | -28.6% |
| Q4 2021 | $645,000 | – | 7,975 | – | 0.02% | – |
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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% |