ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,130,643 | -24.1% | 57,068 | -22.1% | 3.29% | -20.2% |
| Q2 2023 | $5,442,300 | -40.7% | 73,218 | -42.0% | 4.12% | -38.8% |
| Q1 2023 | $9,184,074 | -5.5% | 126,259 | -6.3% | 6.74% | -10.5% |
| Q4 2022 | $9,713,671 | +8.9% | 134,725 | -0.2% | 7.53% | -6.9% |
| Q3 2022 | $8,921,000 | -9.4% | 134,968 | -3.8% | 8.08% | -5.9% |
| Q2 2022 | $9,846,000 | -23.2% | 140,230 | -15.2% | 8.60% | -12.9% |
| Q1 2022 | $12,822,000 | -2.9% | 165,298 | +1.4% | 9.87% | -2.9% |
| Q4 2021 | $13,200,000 | – | 163,057 | – | 10.17% | – |
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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% |