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 2023 | $23,512,824 | +4.2% | 324,852 | +7.0% | 2.18% | +14.2% |
| Q2 2023 | $22,567,903 | +6.1% | 303,618 | +3.8% | 1.90% | +1.6% |
| Q1 2023 | $21,280,078 | +5.8% | 292,550 | +6.9% | 1.88% | +2.2% |
| Q4 2022 | $20,110,362 | +47.6% | 273,759 | +32.8% | 1.83% | +31.0% |
| Q3 2022 | $13,624,000 | +2.5% | 206,111 | +8.9% | 1.40% | +8.6% |
| Q2 2022 | $13,291,000 | -15.0% | 189,303 | -6.1% | 1.29% | -5.5% |
| Q1 2022 | $15,631,000 | -5.6% | 201,504 | -1.5% | 1.36% | +2.1% |
| Q4 2021 | $16,551,000 | +8.4% | 204,582 | -1.5% | 1.34% | +3.4% |
| Q3 2021 | $15,264,000 | -6.9% | 207,667 | -6.8% | 1.29% | +9.3% |
| Q2 2021 | $16,396,000 | +7.3% | 222,738 | +2.8% | 1.18% | +12.1% |
| Q1 2021 | $15,278,000 | -66.6% | 216,581 | -67.8% | 1.05% | -69.0% |
| Q4 2020 | $45,714,000 | +5.1% | 673,450 | +1.4% | 3.40% | +6.8% |
| Q3 2020 | $43,477,000 | +19.0% | 664,479 | +11.3% | 3.19% | +10.4% |
| Q2 2020 | $36,545,000 | -0.0% | 597,036 | +0.6% | 2.89% | -3.5% |
| Q1 2020 | $36,552,000 | -11.3% | 593,183 | -5.5% | 2.99% | -5.9% |
| Q4 2019 | $41,194,000 | +3.1% | 627,952 | +0.7% | 3.18% | -0.7% |
| Q3 2019 | $39,965,000 | +3.5% | 623,483 | -1.4% | 3.20% | -6.3% |
| Q2 2019 | $38,631,000 | +27.7% | 632,057 | +22.9% | 3.42% | +49.0% |
| Q1 2019 | $30,251,000 | +2186.5% | 514,471 | +1938.0% | 2.30% | +2045.8% |
| Q4 2018 | $1,323,000 | – | 25,244 | – | 0.11% | – |
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% |