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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $214,438 | +2282.6% | 2,948 | +2133.3% | 0.03% | +2700.0% |
| Q3 2022 | $9,000 | -82.4% | 132 | -82.0% | 0.00% | -87.5% |
| Q2 2022 | $51,000 | +5000.0% | 732 | +6554.5% | 0.01% | – |
| Q4 2021 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | -90.0% | 11 | -92.7% | 0.00% | -100.0% |
| Q4 2020 | $10,000 | -76.7% | 150 | -81.4% | 0.00% | -78.9% |
| Q4 2017 | $43,000 | +4.9% | 808 | 0.0% | 0.02% | -5.0% |
| Q3 2017 | $41,000 | +2.5% | 808 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $40,000 | – | 808 | – | 0.02% | – |
Download | ||||||
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% |