ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. 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 | $2,243,478 | -3.0% | 30,996 | -0.3% | 0.89% | -3.7% |
Q2 2023 | $2,311,947 | -0.6% | 31,103 | -2.7% | 0.92% | -7.7% |
Q1 2023 | $2,325,009 | +0.3% | 31,963 | -0.6% | 1.00% | -7.9% |
Q4 2022 | $2,319,147 | +5.2% | 32,165 | -0.8% | 1.08% | -13.1% |
Q3 2022 | $2,205,000 | -7.4% | 32,417 | -4.4% | 1.25% | -8.2% |
Q2 2022 | $2,381,000 | -14.4% | 33,918 | -5.5% | 1.36% | -1.6% |
Q1 2022 | $2,783,000 | -6.2% | 35,885 | -2.1% | 1.38% | -4.6% |
Q4 2021 | $2,966,000 | +0.5% | 36,671 | -8.7% | 1.45% | -15.5% |
Q3 2021 | $2,951,000 | -6.9% | 40,157 | -6.8% | 1.71% | -9.9% |
Q2 2021 | $3,170,000 | -73.5% | 43,072 | -75.1% | 1.90% | -75.0% |
Q1 2021 | $11,964,000 | -6.2% | 172,923 | -8.0% | 7.61% | +54.7% |
Q4 2020 | $12,755,000 | +58.1% | 187,919 | +48.4% | 4.92% | +35.6% |
Q3 2020 | $8,068,000 | +11.3% | 126,596 | +5.8% | 3.63% | -6.8% |
Q2 2020 | $7,251,000 | +77.3% | 119,610 | +58.0% | 3.89% | +36.9% |
Q1 2020 | $4,089,000 | -55.9% | 75,712 | -46.4% | 2.84% | -49.5% |
Q4 2019 | $9,271,000 | +20.2% | 141,332 | +17.4% | 5.63% | +0.7% |
Q3 2019 | $7,716,000 | +88.0% | 120,382 | +81.1% | 5.59% | +73.9% |
Q2 2019 | $4,104,000 | +11.8% | 66,479 | +6.5% | 3.21% | +10.6% |
Q1 2019 | $3,670,000 | +23.9% | 62,407 | +10.4% | 2.91% | +11.0% |
Q4 2018 | $2,962,000 | – | 56,527 | – | 2.62% | – |
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% |