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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $579,890 | -5.3% | 8,010 | -2.7% | 0.03% | +3.6% |
| Q2 2023 | $612,098 | +2.2% | 8,235 | 0.0% | 0.03% | +3.7% |
| Q1 2023 | $598,860 | +0.8% | 8,235 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $594,060 | +8.2% | 8,235 | -0.9% | 0.03% | +7.7% |
| Q3 2022 | $549,000 | -9.4% | 8,310 | -3.8% | 0.03% | 0.0% |
| Q2 2022 | $606,000 | -9.6% | 8,635 | 0.0% | 0.03% | +8.3% |
| Q1 2022 | $670,000 | -7.6% | 8,635 | -3.6% | 0.02% | -11.1% |
| Q4 2021 | $725,000 | +10.0% | 8,960 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $659,000 | -7.3% | 8,960 | -7.2% | 0.03% | -6.9% |
| Q2 2021 | $711,000 | +0.1% | 9,650 | -6.0% | 0.03% | -9.4% |
| Q1 2021 | $710,000 | – | 10,270 | – | 0.03% | – |
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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% |