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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $266,749 | +2.5% | 3,589 | +0.3% | 0.06% | +1.6% |
| Q1 2023 | $260,168 | +1.3% | 3,577 | +0.4% | 0.06% | -6.0% |
| Q4 2022 | $256,877 | +9.8% | 3,563 | +0.8% | 0.07% | -11.8% |
| Q3 2022 | $234,000 | -5.6% | 3,533 | 0.0% | 0.08% | -9.5% |
| Q2 2022 | $248,000 | -9.2% | 3,533 | +0.3% | 0.08% | +3.7% |
| Q1 2022 | $273,000 | -3.9% | 3,523 | +0.3% | 0.08% | -4.7% |
| Q4 2021 | $284,000 | +26.8% | 3,512 | +15.3% | 0.08% | +1.2% |
| Q3 2021 | $224,000 | +3.7% | 3,046 | +4.0% | 0.08% | -1.2% |
| Q2 2021 | $216,000 | +7.5% | 2,928 | +0.7% | 0.08% | -5.6% |
| Q1 2021 | $201,000 | – | 2,908 | – | 0.09% | – |
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% |