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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $7,000 | 0.0% | 100 | +11.1% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | -46.2% | 90 | -55.4% | 0.00% | -66.7% |
| Q3 2020 | $13,000 | +8.3% | 202 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | -45.5% | 202 | -49.8% | 0.00% | -25.0% |
| Q1 2020 | $22,000 | -15.4% | 402 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $26,000 | +8.3% | 402 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $24,000 | +100.0% | 402 | +99.0% | 0.00% | +100.0% |
| Q2 2019 | $12,000 | +9.1% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | +10.0% | 202 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $10,000 | -9.1% | 202 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | +10.0% | 202 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $10,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $10,000 | -91.9% | 202 | -93.6% | 0.00% | -95.3% |
| Q3 2015 | $123,000 | – | 3,151 | – | 0.08% | – |
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% |