ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $446,946 | -12.6% | 6,215 | -8.4% | 0.34% | -6.1% |
| Q2 2023 | $511,601 | -1.4% | 6,783 | -4.2% | 0.36% | -6.7% |
| Q1 2023 | $518,772 | +0.7% | 7,079 | +1.4% | 0.39% | -0.3% |
| Q4 2022 | $515,235 | +30.4% | 6,983 | +16.9% | 0.39% | +13.1% |
| Q3 2022 | $395,000 | +20.4% | 5,976 | +29.7% | 0.34% | +34.0% |
| Q2 2022 | $328,000 | +3.8% | 4,606 | +4.0% | 0.26% | +7.1% |
| Q1 2022 | $316,000 | -10.7% | 4,427 | -8.2% | 0.24% | -13.7% |
| Q4 2021 | $354,000 | – | 4,820 | – | 0.28% | – |
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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% |