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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,440 | -27.5% | 116,613 | -25.6% | 1.34% | -9.5% |
| Q2 2023 | $11,643 | +2.5% | 156,634 | +0.3% | 1.49% | -28.0% |
| Q1 2023 | $11,355 | +44.0% | 156,103 | +42.7% | 2.06% | +15.4% |
| Q4 2022 | $7,886 | -99.9% | 109,381 | -98.5% | 1.79% | +3.5% |
| Q3 2022 | $7,515,000 | +9.3% | 7,515,200 | +7576.7% | 1.73% | +64.3% |
| Q2 2022 | $6,873,000 | +6445.7% | 97,896 | -98.8% | 1.05% | +130.2% |
| Q1 2022 | $105,000 | -98.7% | 8,144,806 | +7718.9% | 0.46% | -57.0% |
| Q4 2021 | $7,918,000 | +142.9% | 104,168 | +134.7% | 1.06% | +137.8% |
| Q3 2021 | $3,260,000 | -60.2% | 44,390 | -63.2% | 0.45% | -65.7% |
| Q4 2020 | $8,189,000 | – | 120,640 | – | 1.30% | – |
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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% |