ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,438,914 | -2.0% | 19,880 | +0.7% | 0.32% | +1.2% |
Q2 2023 | $1,467,646 | +2.2% | 19,745 | 0.0% | 0.32% | -2.1% |
Q1 2023 | $1,436,251 | +0.9% | 19,745 | 0.0% | 0.33% | -3.2% |
Q4 2022 | $1,423,615 | -11.9% | 19,745 | -19.2% | 0.34% | -15.0% |
Q3 2022 | $1,616,000 | -5.9% | 24,450 | 0.0% | 0.40% | +0.5% |
Q2 2022 | $1,717,000 | -10.9% | 24,450 | -1.6% | 0.40% | +5.9% |
Q1 2022 | $1,927,000 | -9.7% | 24,845 | -5.9% | 0.38% | -5.8% |
Q4 2021 | $2,135,000 | -13.8% | 26,395 | -21.7% | 0.40% | -18.3% |
Q3 2021 | $2,477,000 | -0.1% | 33,695 | 0.0% | 0.49% | +3.4% |
Q2 2021 | $2,480,000 | -2.9% | 33,695 | -8.8% | 0.47% | -9.4% |
Q1 2021 | $2,555,000 | -17.6% | 36,927 | -19.1% | 0.52% | -23.0% |
Q4 2020 | $3,099,000 | -18.8% | 45,650 | -23.8% | 0.68% | -27.3% |
Q3 2020 | $3,818,000 | -15.4% | 59,915 | -19.5% | 0.93% | -22.1% |
Q2 2020 | $4,513,000 | -0.4% | 74,440 | -11.2% | 1.19% | -13.4% |
Q1 2020 | $4,530,000 | -18.2% | 83,870 | -0.7% | 1.38% | +2.6% |
Q4 2019 | $5,540,000 | +128.9% | 84,455 | +123.7% | 1.34% | +114.7% |
Q3 2019 | $2,420,000 | – | 37,760 | – | 0.62% | – |
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% |