ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $435,221 | -4.1% | 6,013 | -1.5% | 0.26% | -3.0% |
Q2 2023 | $453,710 | -9.5% | 6,104 | -11.4% | 0.26% | -19.0% |
Q1 2023 | $501,397 | +0.3% | 6,893 | -0.6% | 0.33% | -7.9% |
Q4 2022 | $499,869 | -85.7% | 6,933 | -86.9% | 0.36% | -86.6% |
Q3 2022 | $3,496,000 | -99.9% | 52,883 | -0.7% | 2.65% | -8.2% |
Q2 2022 | $3,740,946,000 | +100897.5% | 53,282 | +10.8% | 2.88% | +13.5% |
Q1 2022 | $3,704,000 | +734.2% | 48,088 | +777.4% | 2.54% | +665.1% |
Q4 2021 | $444,000 | +1.8% | 5,481 | -7.8% | 0.33% | -21.7% |
Q3 2021 | $436,000 | -4.6% | 5,943 | -4.6% | 0.42% | -14.7% |
Q2 2021 | $457,000 | -78.2% | 6,232 | -79.8% | 0.50% | -79.8% |
Q1 2021 | $2,095,000 | -35.2% | 30,820 | -35.6% | 2.46% | -37.7% |
Q4 2020 | $3,233,000 | – | 47,884 | – | 3.96% | – |
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% |