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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $465,407 | +7.8% | 5,964 | 0.0% | 0.27% | -7.8% |
| Q3 2023 | $431,708 | -2.6% | 5,964 | 0.0% | 0.29% | +8.9% |
| Q2 2023 | $443,339 | +5.7% | 5,964 | +3.5% | 0.27% | -1.8% |
| Q1 2023 | $419,307 | +0.9% | 5,764 | 0.0% | 0.27% | -6.8% |
| Q4 2022 | $415,618 | +17.4% | 5,764 | +7.8% | 0.29% | +8.9% |
| Q3 2022 | $354,000 | +0.9% | 5,349 | +7.1% | 0.27% | +9.3% |
| Q2 2022 | $351,000 | -9.3% | 4,994 | 0.0% | 0.25% | +2.1% |
| Q1 2022 | $387,000 | -4.2% | 4,994 | 0.0% | 0.24% | -3.6% |
| Q4 2021 | $404,000 | – | 4,994 | – | 0.25% | – |
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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% |