ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,585 | -16.7% | 4,250 | -14.4% | 0.13% | -7.6% |
| Q2 2023 | $369,165 | +2.3% | 4,967 | +0.1% | 0.14% | -19.4% |
| Q1 2023 | $360,885 | -8.7% | 4,962 | -9.5% | 0.18% | -0.6% |
| Q4 2022 | $395,247 | +9.2% | 5,482 | +0.0% | 0.18% | -1.6% |
| Q3 2022 | $362,000 | -4.0% | 5,480 | +2.0% | 0.18% | -3.7% |
| Q2 2022 | $377,000 | -12.1% | 5,371 | -2.9% | 0.19% | 0.0% |
| Q1 2022 | $429,000 | +21.5% | 5,529 | +26.6% | 0.19% | +34.5% |
| Q4 2021 | $353,000 | +11.4% | 4,369 | +1.2% | 0.14% | -4.1% |
| Q3 2021 | $317,000 | +4.6% | 4,317 | +4.7% | 0.15% | +7.2% |
| Q2 2021 | $303,000 | -18.1% | 4,122 | -19.9% | 0.14% | -24.2% |
| Q1 2021 | $370,000 | +0.5% | 5,148 | -5.0% | 0.18% | -12.5% |
| Q4 2020 | $368,000 | +13.9% | 5,420 | +7.8% | 0.21% | +7.8% |
| Q3 2020 | $323,000 | – | 5,030 | – | 0.19% | – |
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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% |