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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201,511 | -9.8% | 2,711 | -11.8% | 0.03% | -17.9% |
| Q1 2023 | $223,431 | -18.5% | 3,072 | -19.2% | 0.04% | -25.0% |
| Q4 2022 | $274,061 | +7.9% | 3,801 | -1.1% | 0.05% | -3.7% |
| Q3 2022 | $254,000 | -10.6% | 3,845 | -5.0% | 0.05% | -19.4% |
| Q2 2022 | $284,000 | -12.6% | 4,049 | -3.3% | 0.07% | -1.5% |
| Q1 2022 | $325,000 | -3.8% | 4,186 | +0.1% | 0.07% | 0.0% |
| Q4 2021 | $338,000 | +6.3% | 4,183 | -3.4% | 0.07% | -4.2% |
| Q3 2021 | $318,000 | -3.6% | 4,328 | -3.4% | 0.07% | -4.1% |
| Q2 2021 | $330,000 | -8.3% | 4,481 | -13.9% | 0.07% | -16.9% |
| Q1 2021 | $360,000 | -56.3% | 5,203 | -57.1% | 0.09% | -58.6% |
| Q4 2020 | $823,000 | +8.6% | 12,130 | +2.6% | 0.22% | -7.3% |
| Q3 2020 | $758,000 | – | 11,819 | – | 0.23% | – |
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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% |