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 | $732,775 | -5.5% | 10,124 | -2.9% | 0.36% | -6.8% |
Q2 2023 | $775,113 | +2.1% | 10,428 | -0.0% | 0.38% | -1.5% |
Q1 2023 | $758,824 | +0.5% | 10,432 | -0.4% | 0.39% | -12.4% |
Q4 2022 | $754,959 | +8.5% | 10,471 | -0.6% | 0.44% | +5.2% |
Q3 2022 | $696,000 | -11.3% | 10,532 | -5.8% | 0.42% | -15.5% |
Q2 2022 | $785,000 | -5.2% | 11,186 | +4.8% | 0.50% | -1.0% |
Q1 2022 | $828,000 | -7.2% | 10,671 | -3.2% | 0.50% | -14.2% |
Q4 2021 | $892,000 | +8.5% | 11,026 | -1.4% | 0.59% | -5.9% |
Q3 2021 | $822,000 | -2.3% | 11,184 | -2.2% | 0.62% | -11.9% |
Q2 2021 | $841,000 | -0.2% | 11,431 | -6.2% | 0.71% | -24.2% |
Q1 2021 | $843,000 | -6.9% | 12,183 | -8.7% | 0.93% | -11.2% |
Q4 2020 | $905,000 | -88.9% | 13,339 | -89.6% | 1.05% | -88.9% |
Q3 2020 | $8,157,000 | -2.3% | 127,990 | -7.1% | 9.46% | +2.8% |
Q2 2020 | $8,352,000 | +12.0% | 137,760 | -0.2% | 9.20% | +1.0% |
Q1 2020 | $7,455,000 | -35.7% | 138,039 | -21.9% | 9.10% | -12.0% |
Q4 2019 | $11,596,000 | – | 176,764 | – | 10.34% | – |
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% |