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 | $1,582,082 | -1.3% | 21,858 | +1.4% | 0.19% | +1.1% |
| Q2 2023 | $1,602,109 | -20.3% | 21,554 | -22.0% | 0.19% | -25.1% |
| Q1 2023 | $2,010,825 | -23.4% | 27,644 | -24.1% | 0.25% | -27.9% |
| Q4 2022 | $2,624,873 | +5.3% | 36,406 | -3.4% | 0.35% | -7.9% |
| Q3 2022 | $2,492,000 | -10.5% | 37,700 | -5.0% | 0.38% | -9.4% |
| Q2 2022 | $2,785,000 | -8.9% | 39,665 | +0.7% | 0.42% | -1.2% |
| Q1 2022 | $3,057,000 | -3.6% | 39,408 | +0.5% | 0.42% | -4.3% |
| Q4 2021 | $3,171,000 | +9.0% | 39,194 | -0.9% | 0.44% | -3.5% |
| Q3 2021 | $2,908,000 | +2.9% | 39,567 | +3.1% | 0.46% | -0.4% |
| Q2 2021 | $2,825,000 | +11.7% | 38,375 | +5.0% | 0.46% | +10.3% |
| Q1 2021 | $2,529,000 | – | 36,557 | – | 0.42% | – |
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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% |