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 | $241,319 | +4.0% | 3,347 | -4.5% | 0.03% | -5.6% |
| Q3 2022 | $232,000 | -6.5% | 3,504 | -0.7% | 0.04% | +2.9% |
| Q2 2022 | $248,000 | -9.5% | 3,530 | 0.0% | 0.04% | -5.4% |
| Q1 2022 | $274,000 | -7.7% | 3,530 | -3.8% | 0.04% | 0.0% |
| Q4 2021 | $297,000 | -17.7% | 3,668 | -25.3% | 0.04% | -22.9% |
| Q3 2021 | $361,000 | -33.0% | 4,913 | -32.9% | 0.05% | -32.4% |
| Q2 2021 | $539,000 | -31.7% | 7,317 | -35.8% | 0.07% | -34.9% |
| Q1 2021 | $789,000 | -67.5% | 11,405 | -68.1% | 0.11% | -69.9% |
| Q4 2020 | $2,431,000 | -86.2% | 35,808 | -87.0% | 0.36% | -87.3% |
| Q3 2020 | $17,600,000 | +13.8% | 276,166 | +8.2% | 2.84% | +3.5% |
| Q2 2020 | $15,470,000 | +19.8% | 255,159 | +6.7% | 2.74% | -0.3% |
| Q1 2020 | $12,915,000 | -63.5% | 239,118 | -55.7% | 2.75% | -54.2% |
| Q4 2019 | $35,391,000 | +3.6% | 539,497 | +1.2% | 6.01% | -4.1% |
| Q3 2019 | $34,163,000 | +109.8% | 532,964 | +102.0% | 6.26% | +100.3% |
| Q2 2019 | $16,286,000 | – | 263,830 | – | 3.13% | – |
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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% |