ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $362,190 | -2.6% | 5,004 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $371,947 | +2.2% | 5,004 | 0.0% | 0.01% | -13.3% |
Q1 2023 | $363,991 | +0.9% | 5,004 | 0.0% | 0.02% | -60.5% |
Q4 2022 | $360,788 | +9.0% | 5,004 | 0.0% | 0.04% | +137.5% |
Q3 2022 | $331,000 | -5.7% | 5,004 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $351,000 | -9.5% | 5,004 | 0.0% | 0.02% | +14.3% |
Q1 2022 | $388,000 | -4.2% | 5,004 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $405,000 | +10.1% | 5,004 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $368,000 | 0.0% | 5,004 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $368,000 | +6.4% | 5,004 | 0.0% | 0.01% | +16.7% |
Q1 2021 | $346,000 | +1.8% | 5,004 | 0.0% | 0.01% | -20.0% |
Q4 2020 | $340,000 | +6.6% | 5,004 | 0.0% | 0.02% | +15.4% |
Q3 2020 | $319,000 | +5.3% | 5,004 | 0.0% | 0.01% | -23.5% |
Q2 2020 | $303,000 | +12.2% | 5,004 | 0.0% | 0.02% | -15.0% |
Q1 2020 | $270,000 | -17.7% | 5,004 | 0.0% | 0.02% | +11.1% |
Q4 2019 | $328,000 | +2.2% | 5,004 | 0.0% | 0.02% | -5.3% |
Q3 2019 | $321,000 | +3.9% | 5,004 | 0.0% | 0.02% | +5.6% |
Q2 2019 | $309,000 | -93.8% | 5,004 | +1602.0% | 0.02% | -10.0% |
Q1 2019 | $5,004,000 | +1809.9% | 294 | -94.1% | 0.02% | +11.1% |
Q4 2018 | $262,000 | -8.1% | 5,004 | 0.0% | 0.02% | +12.5% |
Q3 2018 | $285,000 | +7.1% | 5,004 | 0.0% | 0.02% | -5.9% |
Q2 2018 | $266,000 | +2.3% | 5,004 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $260,000 | -1.5% | 5,004 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $264,000 | +4.8% | 5,004 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $252,000 | +2.9% | 5,004 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $245,000 | – | 5,004 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 1,466,931 | $86,256,000 | 55.63% |
Tolleson Wealth Management, Inc. | 1,110,531 | $65,299,000 | 45.18% |
Legacy Financial Advisors, Inc. | 1,817,291 | $106,857,000 | 36.20% |
DOW CHEMICAL CO /DE/ | 4,027,402 | $236,811,000 | 35.76% |
Personal Wealth Partners | 838,599 | $51,881,000 | 27.56% |
Lee Financial Group Hawaii, Inc. | 494,217 | $29,060,000 | 27.05% |
Financial Advisors, LLC | 612,063 | $35,989,000 | 24.58% |
ARS Wealth Advisors, LLC | 1,023,883 | $60,204,000 | 19.23% |
VisionPoint Advisory Group, LLC | 1,160,256 | $68,223,000 | 19.17% |
Mascoma Wealth Management LLC | 438,092 | $25,760,000 | 17.28% |