ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,320,358 | -11.4% | 18,242 | -9.0% | 0.81% | -7.5% |
| Q2 2023 | $1,489,433 | +40.6% | 20,038 | +37.6% | 0.88% | +24.1% |
| Q1 2023 | $1,059,163 | -18.3% | 14,561 | -19.0% | 0.70% | -33.4% |
| Q4 2022 | $1,296,429 | +2.8% | 17,981 | -5.8% | 1.06% | -35.7% |
| Q3 2022 | $1,261,000 | +21.1% | 19,084 | +28.7% | 1.65% | +20.5% |
| Q2 2022 | $1,041,000 | -5.4% | 14,829 | +4.6% | 1.37% | +8.6% |
| Q1 2022 | $1,100,000 | +12.4% | 14,176 | +17.2% | 1.26% | +13.6% |
| Q4 2021 | $979,000 | – | 12,099 | – | 1.11% | – |
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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% |