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 | $2,631,930 | +84.8% | 36,363 | +89.8% | 0.10% | +69.6% |
| Q2 2023 | $1,423,820 | +17.5% | 19,155 | +15.0% | 0.06% | +9.8% |
| Q1 2023 | $1,211,623 | -0.9% | 16,657 | -1.8% | 0.05% | -3.8% |
| Q4 2022 | $1,222,638 | -40.4% | 16,958 | -45.4% | 0.05% | -45.4% |
| Q3 2022 | $2,052,000 | -16.2% | 31,045 | -11.0% | 0.10% | -17.1% |
| Q2 2022 | $2,449,000 | -23.3% | 34,885 | -11.6% | 0.12% | -12.0% |
| Q4 2021 | $3,193,000 | +12.0% | 39,463 | +1.7% | 0.13% | -1.5% |
| Q3 2021 | $2,852,000 | -5.1% | 38,804 | -4.4% | 0.14% | -9.4% |
| Q2 2021 | $3,006,000 | +13.0% | 40,590 | +6.3% | 0.15% | -1.3% |
| Q1 2021 | $2,661,000 | -36.9% | 38,168 | -38.5% | 0.15% | -50.5% |
| Q4 2020 | $4,214,000 | -5.7% | 62,084 | -11.5% | 0.30% | -23.8% |
| Q3 2020 | $4,470,000 | +40.0% | 70,138 | +33.2% | 0.40% | +25.0% |
| Q2 2020 | $3,193,000 | +50.3% | 52,663 | +33.9% | 0.32% | +11.5% |
| Q1 2020 | $2,124,000 | +8.5% | 39,317 | +31.7% | 0.29% | +17.1% |
| Q4 2019 | $1,958,000 | +18.7% | 29,850 | +16.0% | 0.24% | -5.4% |
| Q3 2019 | $1,650,000 | +4.8% | 25,736 | +0.9% | 0.26% | -1.9% |
| Q2 2019 | $1,575,000 | +183.8% | 25,515 | +170.3% | 0.26% | +214.3% |
| Q1 2019 | $555,000 | +116.0% | 9,439 | +92.6% | 0.08% | +50.0% |
| Q4 2018 | $257,000 | -16.6% | 4,900 | -9.3% | 0.06% | -9.7% |
| Q3 2018 | $308,000 | – | 5,400 | – | 0.06% | – |
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% |