ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $879,648 | -2.1% | 12,153 | +0.6% | 0.67% | -3.5% |
| Q2 2023 | $898,292 | +2.8% | 12,085 | +0.6% | 0.69% | -9.4% |
| Q1 2023 | $874,124 | +2.2% | 12,017 | +1.3% | 0.76% | -0.4% |
| Q4 2022 | $855,611 | +8.4% | 11,867 | -0.6% | 0.76% | -6.7% |
| Q3 2022 | $789,000 | -2.2% | 11,937 | +3.9% | 0.82% | -5.0% |
| Q2 2022 | $807,000 | -9.9% | 11,491 | -0.5% | 0.86% | +4.2% |
| Q1 2022 | $896,000 | -5.0% | 11,547 | -0.9% | 0.83% | -12.4% |
| Q4 2021 | $943,000 | – | 11,654 | – | 0.94% | – |
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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% |