ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,942,363 | +111.1% | 89,900 | +124.2% | 0.25% | +117.2% |
| Q2 2022 | $2,814,957 | -14.9% | 40,093 | -6.0% | 0.12% | +2.7% |
| Q1 2022 | $3,306,849 | -1.9% | 42,631 | +2.3% | 0.11% | -0.9% |
| Q4 2021 | $3,369,741 | +15.1% | 41,653 | +4.6% | 0.11% | +3.6% |
| Q3 2021 | $2,926,601 | -1.2% | 39,818 | -1.0% | 0.11% | -4.3% |
| Q2 2021 | $2,961,984 | +3.7% | 40,239 | -2.5% | 0.12% | -8.0% |
| Q1 2021 | $2,855,920 | +5.4% | 41,276 | +3.4% | 0.12% | -10.1% |
| Q4 2020 | $2,709,575 | +3.7% | 39,917 | -2.6% | 0.14% | -7.9% |
| Q3 2020 | $2,612,392 | +19.5% | 40,992 | +13.7% | 0.15% | +5.6% |
| Q2 2020 | $2,186,076 | +51.2% | 36,056 | +34.7% | 0.14% | +19.2% |
| Q1 2020 | $1,445,826 | -63.2% | 26,770 | -55.3% | 0.12% | -57.1% |
| Q4 2019 | $3,930,425 | -30.5% | 59,915 | -32.1% | 0.28% | -39.5% |
| Q3 2019 | $5,655,209 | +9.8% | 88,225 | +5.7% | 0.46% | +6.7% |
| Q2 2019 | $5,150,341 | -44.9% | 83,433 | -47.5% | 0.43% | -50.7% |
| Q1 2019 | $9,348,055 | +59.4% | 158,981 | +42.1% | 0.88% | +21.7% |
| Q4 2018 | $5,863,193 | +55.3% | 111,893 | +69.0% | 0.72% | +66.8% |
| Q3 2018 | $3,776,447 | +746.9% | 66,207 | +689.3% | 0.43% | +611.5% |
| Q2 2018 | $445,906 | +11.4% | 8,388 | +8.9% | 0.06% | +1.7% |
| Q1 2018 | $400,121 | -6.3% | 7,705 | -4.7% | 0.06% | -10.4% |
| Q4 2017 | $426,937 | – | 8,089 | – | 0.07% | – |
Download | ||||||
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% |