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 | $870,011 | -20.4% | 12,020 | -18.2% | 0.94% | -8.1% |
Q2 2023 | $1,092,654 | +2.0% | 14,700 | -0.2% | 1.02% | -3.8% |
Q1 2023 | $1,071,426 | +35.3% | 14,730 | +34.2% | 1.06% | +16.9% |
Q4 2022 | $791,646 | +1.2% | 10,980 | -7.2% | 0.91% | +7.7% |
Q3 2022 | $782,000 | +28.8% | 11,836 | +36.9% | 0.85% | +37.8% |
Q2 2022 | $607,000 | -8.7% | 8,647 | +0.9% | 0.61% | +4.1% |
Q1 2022 | $665,000 | +0.2% | 8,569 | +4.4% | 0.59% | +2.8% |
Q4 2021 | $664,000 | +62.0% | 8,211 | +47.1% | 0.57% | +45.3% |
Q3 2021 | $410,000 | +3.0% | 5,583 | +3.2% | 0.40% | +1.3% |
Q2 2021 | $398,000 | +5.3% | 5,408 | -1.1% | 0.39% | -3.2% |
Q1 2021 | $378,000 | -54.5% | 5,468 | -55.3% | 0.40% | -43.2% |
Q4 2020 | $831,000 | -27.0% | 12,239 | -31.5% | 0.71% | -35.2% |
Q3 2020 | $1,139,000 | +4.9% | 17,867 | -0.2% | 1.10% | -2.7% |
Q2 2020 | $1,086,000 | -9.3% | 17,906 | -19.3% | 1.13% | -21.8% |
Q1 2020 | $1,198,000 | -55.9% | 22,175 | -46.5% | 1.44% | -47.8% |
Q4 2019 | $2,719,000 | – | 41,448 | – | 2.76% | – |
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% |