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 | $582,955 | -28.3% | 8,054 | -26.4% | 0.72% | -12.6% |
| Q2 2023 | $813,122 | -7.6% | 10,939 | -9.6% | 0.83% | -7.4% |
| Q1 2023 | $880,450 | -37.2% | 12,104 | -37.7% | 0.89% | -17.6% |
| Q4 2022 | $1,401,829 | -8.8% | 19,442 | -16.4% | 1.08% | -11.1% |
| Q3 2022 | $1,537,000 | +20.8% | 23,252 | +28.3% | 1.22% | +27.8% |
| Q2 2022 | $1,272,000 | -26.2% | 18,119 | -18.5% | 0.95% | -15.8% |
| Q1 2022 | $1,724,000 | -49.5% | 22,226 | -47.3% | 1.13% | -45.6% |
| Q4 2021 | $3,415,000 | +95.1% | 42,211 | +77.3% | 2.08% | +87.7% |
| Q3 2021 | $1,750,000 | +29.8% | 23,808 | +30.0% | 1.11% | +33.3% |
| Q2 2021 | $1,348,000 | -1.5% | 18,317 | -7.4% | 0.83% | -6.3% |
| Q1 2021 | $1,369,000 | -39.9% | 19,781 | -41.1% | 0.89% | -42.0% |
| Q4 2020 | $2,279,000 | – | 33,570 | – | 1.53% | – |
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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% |