ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $353,793 | +4.7% | 4,888 | +7.6% | 0.19% | +9.2% |
| Q2 2023 | $337,756 | +12.1% | 4,544 | +9.7% | 0.17% | +7.4% |
| Q1 2023 | $301,362 | -6.4% | 4,143 | -7.3% | 0.16% | -11.5% |
| Q4 2022 | $322,071 | +11.4% | 4,467 | +2.1% | 0.18% | +1.7% |
| Q3 2022 | $289,000 | -5.9% | 4,376 | -0.1% | 0.18% | -1.6% |
| Q2 2022 | $307,000 | -20.3% | 4,379 | -11.7% | 0.18% | -2.7% |
| Q1 2022 | $385,000 | +10.3% | 4,957 | +14.8% | 0.19% | -6.5% |
| Q4 2021 | $349,000 | +17.5% | 4,319 | +6.8% | 0.20% | +8.1% |
| Q3 2021 | $297,000 | +5.3% | 4,043 | +5.4% | 0.19% | +5.1% |
| Q2 2021 | $282,000 | +6.0% | 3,835 | -0.1% | 0.18% | +1.7% |
| Q1 2021 | $266,000 | +13.7% | 3,838 | +11.2% | 0.17% | +6.1% |
| Q4 2020 | $234,000 | -3.7% | 3,452 | -9.6% | 0.16% | -13.7% |
| Q3 2020 | $243,000 | +16.3% | 3,819 | +10.8% | 0.19% | +3.3% |
| Q2 2020 | $209,000 | – | 3,447 | – | 0.18% | – |
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% |