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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,738,763 | +7.0% | 36,846 | +4.7% | 1.43% | +0.4% |
Q1 2023 | $2,559,139 | +33.3% | 35,182 | +32.1% | 1.43% | +22.9% |
Q4 2022 | $1,919,663 | +17.0% | 26,625 | +7.3% | 1.16% | +8.5% |
Q3 2022 | $1,641,000 | -13.2% | 24,822 | +1.9% | 1.07% | +3.6% |
Q1 2022 | $1,890,000 | -8.6% | 24,368 | -4.6% | 1.03% | -5.9% |
Q4 2021 | $2,067,000 | +73.4% | 25,556 | +48.4% | 1.10% | +34.7% |
Q1 2021 | $1,192,000 | +10.9% | 17,223 | +6.8% | 0.82% | +3.7% |
Q4 2020 | $1,075,000 | – | 16,128 | – | 0.79% | – |
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% |