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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,121,000 | -49.0% | 32,090 | -45.8% | 0.36% | -47.1% |
| Q2 2022 | $4,155,000 | -44.0% | 59,174 | -47.7% | 0.69% | -52.2% |
| Q4 2019 | $7,423,000 | -2.3% | 113,161 | -4.5% | 1.44% | -8.0% |
| Q3 2019 | $7,599,000 | +3.8% | 118,548 | -0.1% | 1.57% | +1.5% |
| Q2 2019 | $7,322,000 | -1.6% | 118,615 | -6.3% | 1.55% | -6.0% |
| Q1 2019 | $7,441,000 | -67.6% | 126,550 | -71.1% | 1.65% | -71.2% |
| Q4 2018 | $22,948,000 | +248.5% | 437,946 | +202.2% | 5.71% | +182.7% |
| Q3 2016 | $6,584,000 | -56.1% | 144,936 | -55.4% | 2.02% | -60.8% |
| Q2 2016 | $15,000,000 | – | 324,614 | – | 5.15% | – |
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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% |