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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $668,844 | -34.5% | 9,195 | -35.1% | 0.38% | -30.9% |
Q4 2022 | $1,021,657 | -5.3% | 14,170 | -13.2% | 0.54% | +2.6% |
Q3 2022 | $1,079,000 | +2147.9% | 16,325 | +2269.4% | 0.53% | +2684.2% |
Q2 2022 | $48,000 | +500.0% | 689 | +589.0% | 0.02% | +533.3% |
Q1 2022 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% |
Q1 2021 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $7,000 | – | 100 | – | 0.00% | – |
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% |