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 | $17,170,810 | -4.8% | 237,231 | -2.2% | 3.89% | -1.8% |
| Q2 2023 | $18,034,929 | +4.7% | 242,633 | +2.5% | 3.96% | -11.8% |
| Q1 2023 | $17,222,236 | -13.2% | 236,764 | -14.0% | 4.48% | -8.2% |
| Q4 2022 | $19,841,557 | +9439.2% | 275,195 | -1.1% | 4.88% | +8463.2% |
| Q3 2022 | $208,000 | -99.0% | 278,340 | -1.6% | 0.06% | -98.9% |
| Q2 2022 | $19,858,000 | -10.1% | 282,844 | -0.6% | 5.14% | -0.8% |
| Q1 2022 | $22,080,000 | -13.5% | 284,649 | -9.8% | 5.18% | -14.3% |
| Q4 2021 | $25,526,000 | -13.4% | 315,529 | -21.3% | 6.04% | -23.2% |
| Q3 2021 | $29,478,000 | -27.3% | 401,065 | -27.2% | 7.86% | -28.6% |
| Q2 2021 | $40,567,000 | -7.8% | 551,117 | -13.4% | 11.00% | -54.0% |
| Q1 2021 | $44,010,000 | +0.1% | 636,081 | -1.8% | 23.94% | +59.0% |
| Q4 2020 | $43,983,000 | – | 647,966 | – | 15.06% | – |
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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% |