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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $857,397 | +128445.3% | 11,535 | +25.8% | 0.58% | +21.0% |
| Q1 2023 | $667 | +34.5% | 9,168 | +33.2% | 0.48% | +19.2% |
| Q4 2022 | $496 | -99.9% | 6,883 | -24.5% | 0.40% | -29.9% |
| Q3 2022 | $603,000 | +113.8% | 9,117 | +127.4% | 0.57% | +120.5% |
| Q2 2022 | $282,000 | +662.2% | 4,010 | +702.0% | 0.26% | +709.4% |
| Q2 2021 | $37,000 | -93.9% | 500 | -94.3% | 0.03% | -94.5% |
| Q1 2021 | $608,000 | – | 8,793 | – | 0.58% | – |
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% |