ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,618,170 | -3.6% | 49,989 | -1.0% | 0.94% | -1.8% |
| Q2 2023 | $3,753,859 | +5.5% | 50,503 | +3.2% | 0.96% | -25.0% |
| Q1 2023 | $3,559,308 | +7.9% | 48,932 | +6.9% | 1.27% | -1.7% |
| Q4 2022 | $3,299,015 | +58.3% | 45,756 | +45.1% | 1.30% | +23.4% |
| Q3 2022 | $2,084,000 | +22.6% | 31,535 | +30.2% | 1.05% | +48.9% |
| Q2 2022 | $1,700,000 | -19.3% | 24,217 | -10.8% | 0.70% | -17.8% |
| Q1 2022 | $2,107,000 | -5.9% | 27,162 | -1.8% | 0.86% | -9.3% |
| Q4 2021 | $2,239,000 | +23.0% | 27,671 | +11.7% | 0.95% | -2.3% |
| Q3 2021 | $1,821,000 | -8.7% | 24,781 | -8.6% | 0.97% | -12.9% |
| Q2 2021 | $1,994,000 | +12.8% | 27,100 | +6.0% | 1.11% | -18.4% |
| Q1 2021 | $1,768,000 | +5.0% | 25,557 | -3.3% | 1.36% | -5.2% |
| Q4 2020 | $1,684,000 | – | 26,416 | – | 1.44% | – |
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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% |