ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $772,473 | -2.3% | 10,672 | +0.3% | 0.11% | -7.3% |
| Q2 2023 | $790,980 | +5.0% | 10,641 | +2.7% | 0.12% | -0.8% |
| Q1 2023 | $753,474 | -58.9% | 10,358 | -59.0% | 0.12% | -21.0% |
| Q4 2022 | $1,831,049 | +113.7% | 25,288 | +95.2% | 0.16% | -8.2% |
| Q3 2022 | $857,000 | -30.0% | 12,958 | -25.7% | 0.17% | -24.3% |
| Q2 2022 | $1,224,000 | -44.4% | 17,434 | -38.6% | 0.23% | -39.7% |
| Q1 2022 | $2,202,000 | -90.4% | 28,381 | -90.0% | 0.38% | -90.6% |
| Q4 2021 | $22,986,000 | +11.7% | 284,129 | +1.5% | 3.99% | +6.9% |
| Q3 2021 | $20,578,000 | +3.7% | 279,970 | +3.8% | 3.73% | -2.3% |
| Q2 2021 | $19,846,000 | +12.6% | 269,607 | +5.9% | 3.82% | +9.6% |
| Q1 2021 | $17,622,000 | +12.5% | 254,695 | +10.3% | 3.49% | +3.5% |
| Q4 2020 | $15,669,000 | +13.8% | 230,827 | +6.8% | 3.37% | -1.5% |
| Q3 2020 | $13,771,000 | +17.8% | 216,079 | +12.0% | 3.42% | +0.1% |
| Q2 2020 | $11,692,000 | +538.9% | 192,848 | +469.2% | 3.42% | +414.6% |
| Q1 2020 | $1,830,000 | +15.2% | 33,881 | +39.9% | 0.66% | +17.3% |
| Q4 2019 | $1,588,000 | – | 24,210 | – | 0.57% | – |
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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% |