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 | $224,957 | -60.9% | 3,108 | -54.1% | 0.00% | -50.0% |
| Q2 2023 | $575,467 | +113.6% | 6,771 | +82.8% | 0.00% | +100.0% |
| Q1 2023 | $269,429 | -95.2% | 3,704 | -95.2% | 0.00% | -96.7% |
| Q4 2022 | $5,600,440 | +177.2% | 77,676 | +154.2% | 0.03% | +150.0% |
| Q3 2022 | $2,020,000 | -89.5% | 30,561 | -87.7% | 0.01% | -92.6% |
| Q1 2022 | $19,218,000 | -50.5% | 247,756 | -48.4% | 0.16% | -45.7% |
| Q4 2021 | $38,826,000 | +27.8% | 479,920 | +9.3% | 0.30% | -37.8% |
| Q1 2021 | $30,373,000 | +72.9% | 438,974 | +69.6% | 0.48% | +92.8% |
| Q4 2020 | $17,568,000 | -56.3% | 258,817 | -59.0% | 0.25% | -56.4% |
| Q3 2020 | $40,209,000 | +101.0% | 630,928 | +91.2% | 0.57% | +95.2% |
| Q2 2020 | $20,005,000 | +324.0% | 329,948 | +277.7% | 0.29% | +51.5% |
| Q1 2020 | $4,718,000 | -53.5% | 87,354 | -43.5% | 0.19% | -39.2% |
| Q4 2019 | $10,149,000 | – | 154,712 | – | 0.32% | – |
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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% |