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 | $213,708 | -10.8% | 2,952 | -8.4% | 0.10% | -8.0% |
| Q2 2023 | $239,530 | -2.0% | 3,222 | -5.0% | 0.11% | -20.4% |
| Q4 2022 | $244,423 | +9.6% | 3,390 | 0.0% | 0.14% | +1.4% |
| Q3 2022 | $223,000 | -12.9% | 3,390 | -6.9% | 0.14% | -23.1% |
| Q2 2022 | $256,000 | +4.9% | 3,640 | +16.9% | 0.18% | +12.3% |
| Q1 2022 | $244,000 | -26.5% | 3,115 | -24.6% | 0.16% | -18.2% |
| Q4 2021 | $332,000 | +22.5% | 4,131 | +12.4% | 0.20% | +10.0% |
| Q3 2021 | $271,000 | 0.0% | 3,675 | 0.0% | 0.18% | -78.6% |
| Q2 2021 | $271,000 | -6.2% | 3,675 | -12.0% | 0.84% | -6.6% |
| Q1 2021 | $289,000 | -69.5% | 4,175 | -70.1% | 0.90% | -69.5% |
| Q4 2020 | $948,000 | -6.7% | 13,965 | -12.4% | 2.95% | -10.4% |
| Q3 2020 | $1,016,000 | -90.8% | 15,940 | -91.2% | 3.29% | -57.5% |
| Q2 2020 | $11,037,000 | +549.6% | 182,064 | +478.6% | 7.74% | +26.5% |
| Q1 2020 | $1,699,000 | -10.2% | 31,465 | +9.0% | 6.12% | +28.2% |
| Q4 2019 | $1,893,000 | – | 28,860 | – | 4.77% | – |
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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% |