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 | $202,160 | -17.4% | 2,793 | -15.1% | 0.08% | -15.0% |
| Q2 2023 | $244,623 | +5.6% | 3,291 | +3.3% | 0.10% | +3.1% |
| Q1 2023 | $231,751 | -31.7% | 3,186 | -32.3% | 0.10% | -34.9% |
| Q4 2022 | $339,519 | -38.9% | 4,709 | -44.1% | 0.15% | -43.3% |
| Q3 2022 | $556,000 | 0.0% | 8,419 | +6.4% | 0.26% | +1.5% |
| Q2 2022 | $556,000 | -27.0% | 7,913 | -16.0% | 0.26% | -24.3% |
| Q1 2022 | $762,000 | 0.0% | 9,415 | 0.0% | 0.34% | 0.0% |
| Q4 2021 | $762,000 | +26.2% | 9,415 | +14.6% | 0.34% | +0.6% |
| Q3 2021 | $604,000 | +8.6% | 8,214 | +8.7% | 0.34% | +4.6% |
| Q2 2021 | $556,000 | -24.4% | 7,557 | -25.8% | 0.32% | -31.9% |
| Q1 2021 | $735,000 | -61.6% | 10,178 | -63.8% | 0.48% | -71.0% |
| Q4 2020 | $1,915,000 | – | 28,152 | – | 1.65% | – |
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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% |