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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $145,682 | +7.8% | 1,867 | 0.0% | 0.02% | -5.6% |
| Q3 2023 | $135,133 | -2.6% | 1,867 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $138,774 | +2.5% | 1,867 | +0.3% | 0.02% | 0.0% |
| Q1 2023 | $135,442 | -5.3% | 1,862 | -6.1% | 0.02% | -14.3% |
| Q4 2022 | $143,046 | +7.3% | 1,984 | -1.6% | 0.02% | 0.0% |
| Q3 2022 | $133,258 | -5.9% | 2,016 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $141,543 | -3.0% | 2,016 | +7.1% | 0.02% | +16.7% |
| Q1 2022 | $145,987 | -4.1% | 1,882 | 0.0% | 0.02% | -5.3% |
| Q4 2021 | $152,254 | +10.1% | 1,882 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $138,327 | -0.1% | 1,882 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $138,534 | +6.6% | 1,882 | +0.2% | 0.02% | -5.0% |
| Q1 2021 | $129,939 | -2.7% | 1,878 | -4.5% | 0.02% | -16.7% |
| Q4 2020 | $133,520 | +11.6% | 1,967 | +4.7% | 0.02% | 0.0% |
| Q3 2020 | $119,685 | +86.8% | 1,878 | +77.7% | 0.02% | +71.4% |
| Q2 2020 | $64,086 | +12.3% | 1,057 | 0.0% | 0.01% | -6.7% |
| Q1 2020 | $57,089 | -17.7% | 1,057 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $69,339 | +2.3% | 1,057 | 0.0% | 0.02% | -6.2% |
| Q3 2019 | $67,754 | +3.8% | 1,057 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $65,249 | +5.0% | 1,057 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $62,152 | +12.2% | 1,057 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $55,387 | -8.1% | 1,057 | 0.0% | 0.02% | +14.3% |
| Q3 2018 | $60,291 | +7.3% | 1,057 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $56,190 | +2.4% | 1,057 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $54,890 | -1.6% | 1,057 | 0.0% | 0.01% | -6.7% |
| Q4 2017 | $55,788 | +4.8% | 1,057 | 0.0% | 0.02% | -6.2% |
| Q3 2017 | $53,209 | +987.5% | 1,057 | +957.0% | 0.02% | +700.0% |
| Q2 2017 | $4,893 | – | 100 | – | 0.00% | – |
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% |