ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,054 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 2024 | $1,061,107 | -65.9% | 12,639 | -66.0% | 0.34% | -70.1% |
Q1 2024 | $3,108,965 | -52.4% | 37,197 | -55.6% | 1.12% | -54.0% |
Q4 2023 | $6,537,344 | -31.5% | 83,780 | -36.4% | 2.44% | -40.9% |
Q3 2023 | $9,539,117 | -9.0% | 131,792 | -6.6% | 4.13% | -10.3% |
Q2 2023 | $10,487,889 | +5.6% | 141,099 | +3.3% | 4.60% | -4.0% |
Q1 2023 | $9,933,522 | +11.2% | 136,562 | +10.3% | 4.80% | +0.9% |
Q4 2022 | $8,930,332 | +15.5% | 123,860 | +5.9% | 4.75% | +17.0% |
Q3 2022 | $7,730,000 | -6.3% | 116,939 | -0.5% | 4.06% | +0.1% |
Q2 2022 | $8,249,000 | -12.1% | 117,497 | -2.9% | 4.06% | +4.9% |
Q1 2022 | $9,388,000 | -2.1% | 121,018 | +3.1% | 3.86% | -1.0% |
Q4 2021 | $9,594,000 | +14.2% | 117,339 | +2.7% | 3.90% | +1.1% |
Q3 2021 | $8,401,000 | +5.0% | 114,292 | +5.2% | 3.86% | -8.4% |
Q2 2021 | $7,999,000 | +21.4% | 108,677 | +14.1% | 4.22% | +8.6% |
Q1 2021 | $6,590,000 | +75.7% | 95,256 | +72.4% | 3.88% | +50.1% |
Q4 2020 | $3,750,000 | +24.5% | 55,245 | +16.9% | 2.59% | +12.4% |
Q3 2020 | $3,013,000 | +9.3% | 47,278 | +3.9% | 2.30% | +3.5% |
Q2 2020 | $2,757,000 | +19.8% | 45,484 | +6.3% | 2.22% | +5.1% |
Q1 2020 | $2,301,000 | -21.6% | 42,806 | -4.4% | 2.12% | +12.1% |
Q4 2019 | $2,936,000 | – | 44,761 | – | 1.89% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shelter Ins Retirement Plan | 1,686,600 | $110,675,000 | 57.77% |
Stuart Chaussee & Associates, Inc. | 1,265,387 | $83,009,000 | 46.98% |
Legacy Financial Advisors, Inc. | 1,912,878 | $125,485,000 | 39.69% |
Tolleson Wealth Management, Inc. | 992,252 | $65,092,000 | 31.51% |
Monterey Private Wealth, Inc. | 597,325 | $39,185,000 | 31.44% |
DOW CHEMICAL CO /DE/ | 2,024,319 | $132,795,000 | 29.19% |
Financial Advisors, LLC | 724,549 | $47,530,000 | 26.94% |
TTP Investments, Inc. | 349,738 | $22,943,000 | 26.56% |
Cassaday & Co Inc. | 2,499,589 | $163,973,000 | 24.85% |
Personal Wealth Partners | 808,263 | $53,022,000 | 22.84% |