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 | $3,005 | -96.1% | 41,667 | -96.0% | 1.61% | -32.0% |
| Q2 2023 | $76,104 | +2387.1% | 1,040,957 | +2374.8% | 2.37% | +41.8% |
| Q1 2023 | $3,060 | +1.7% | 42,063 | +0.9% | 1.67% | -3.9% |
| Q4 2022 | $3,009 | -99.9% | 41,682 | -4.2% | 1.74% | -5.0% |
| Q3 2022 | $3,002,000 | +5.5% | 43,502 | +2.3% | 1.83% | +11.3% |
| Q3 2020 | $2,846,000 | +20.0% | 42,527 | -3.2% | 1.64% | -20.4% |
| Q1 2020 | $2,372,000 | -15.3% | 43,919 | +2.9% | 2.06% | +13.8% |
| Q4 2019 | $2,801,000 | – | 42,698 | – | 1.81% | – |
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% |