ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $469,000 | +84.6% | 7,100 | +96.4% | 0.09% | +97.8% |
| Q2 2022 | $254,000 | -48.2% | 3,615 | -42.7% | 0.05% | -38.7% |
| Q1 2022 | $490,000 | -13.9% | 6,314 | -10.3% | 0.08% | -10.7% |
| Q4 2021 | $569,000 | -0.4% | 7,037 | -9.5% | 0.08% | -7.7% |
| Q3 2021 | $571,000 | -0.9% | 7,775 | -0.6% | 0.09% | -1.1% |
| Q2 2021 | $576,000 | +0.9% | 7,821 | -5.3% | 0.09% | -8.0% |
| Q1 2021 | $571,000 | +21.7% | 8,259 | +20.0% | 0.10% | +31.6% |
| Q4 2020 | $469,000 | +47.9% | 6,884 | +38.5% | 0.08% | +28.8% |
| Q3 2020 | $317,000 | +17.0% | 4,972 | +11.3% | 0.06% | +7.3% |
| Q2 2020 | $271,000 | +17.8% | 4,466 | +4.8% | 0.06% | -3.5% |
| Q1 2020 | $230,000 | -12.5% | 4,260 | +6.3% | 0.06% | +9.6% |
| Q4 2019 | $263,000 | +526.2% | 4,009 | +446.2% | 0.05% | +420.0% |
| Q3 2018 | $42,000 | +35.5% | 734 | +27.2% | 0.01% | +25.0% |
| Q2 2018 | $31,000 | – | 577 | – | 0.01% | – |
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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% |