ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,702,378 | -31.0% | 23,520 | -29.1% | 0.85% | -26.3% |
| Q2 2023 | $2,466,864 | +47.1% | 33,188 | +44.0% | 1.16% | +44.5% |
| Q1 2023 | $1,676,802 | -40.9% | 23,052 | -41.5% | 0.80% | -42.5% |
| Q4 2022 | $2,838,793 | +8.4% | 39,373 | -0.7% | 1.39% | +4.2% |
| Q3 2022 | $2,620,000 | -49.9% | 39,637 | -46.8% | 1.34% | -48.9% |
| Q2 2022 | $5,233,000 | -46.6% | 74,532 | -41.0% | 2.62% | -42.3% |
| Q1 2022 | $9,799,000 | -4.4% | 126,323 | -0.3% | 4.53% | +8.8% |
| Q4 2021 | $10,248,000 | -3.6% | 126,677 | -12.5% | 4.16% | -10.0% |
| Q3 2021 | $10,635,000 | +82.4% | 144,692 | +82.7% | 4.63% | +73.3% |
| Q2 2021 | $5,829,000 | +11.6% | 79,187 | +4.9% | 2.67% | -8.5% |
| Q1 2021 | $5,221,000 | -9.5% | 75,458 | -11.2% | 2.92% | -21.5% |
| Q4 2020 | $5,766,000 | -3.3% | 84,947 | -9.2% | 3.72% | -11.2% |
| Q3 2020 | $5,960,000 | +279.4% | 93,514 | +260.8% | 4.18% | +266.3% |
| Q2 2020 | $1,571,000 | +137.7% | 25,916 | +111.8% | 1.14% | +108.8% |
| Q1 2020 | $661,000 | -73.5% | 12,234 | -67.9% | 0.55% | -69.4% |
| Q4 2019 | $2,498,000 | -23.5% | 38,084 | -26.1% | 1.79% | -25.8% |
| Q3 2019 | $3,266,000 | – | 51,532 | – | 2.41% | – |
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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% |