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 | $3,341,594 | +96.2% | 46,906 | +100.3% | 1.60% | +82.7% |
Q1 2023 | $1,703,553 | +100463.9% | 23,420 | -0.3% | 0.88% | -22.1% |
Q4 2022 | $1,694 | -99.9% | 23,493 | -1.1% | 1.13% | -15.2% |
Q3 2022 | $1,570,000 | -10.3% | 23,753 | -4.7% | 1.33% | -16.5% |
Q2 2022 | $1,750,000 | -19.4% | 24,936 | -10.9% | 1.59% | +86.8% |
Q1 2022 | $2,170,000 | -4.4% | 27,980 | -0.3% | 0.85% | +28.0% |
Q4 2021 | $2,270,000 | +4.6% | 28,055 | -5.0% | 0.66% | -12.2% |
Q3 2021 | $2,171,000 | +0.6% | 29,541 | +0.8% | 0.76% | -20.6% |
Q2 2021 | $2,157,000 | -0.3% | 29,303 | -8.1% | 0.95% | -31.7% |
Q4 2020 | $2,163,000 | -82.3% | 31,870 | -68.8% | 1.40% | -71.0% |
Q3 2020 | $12,222,000 | +563.5% | 101,994 | +235.7% | 4.81% | +103.3% |
Q2 2020 | $1,842,000 | +13.1% | 30,385 | +0.7% | 2.37% | -25.0% |
Q1 2020 | $1,629,000 | -11.6% | 30,162 | +7.3% | 3.16% | +79.4% |
Q4 2019 | $1,843,000 | – | 28,101 | – | 1.76% | – |
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% |