ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. 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 | $402,433 | +50.7% | 5,560 | +51.5% | 0.11% | -29.8% |
Q1 2023 | $266,968 | -29.2% | 3,670 | -29.8% | 0.16% | +43.8% |
Q4 2022 | $377,053 | +3.3% | 5,230 | -5.3% | 0.11% | -5.9% |
Q3 2022 | $365,000 | -14.7% | 5,522 | -9.4% | 0.12% | -20.1% |
Q2 2022 | $428,000 | -33.4% | 6,098 | -26.5% | 0.15% | -38.2% |
Q1 2022 | $643,000 | -0.8% | 8,292 | +3.5% | 0.24% | +1.7% |
Q4 2021 | $648,000 | +2.2% | 8,013 | -7.1% | 0.24% | -15.4% |
Q3 2021 | $634,000 | +122.5% | 8,628 | +122.6% | 0.28% | +68.7% |
Q2 2021 | $285,000 | +30.1% | 3,876 | +22.7% | 0.17% | -9.8% |
Q1 2021 | $219,000 | – | 3,158 | – | 0.18% | – |
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% |