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 | $392,589 | -2.6% | 5,424 | 0.0% | 0.03% | +3.1% |
Q2 2023 | $403,166 | +2.2% | 5,424 | 0.0% | 0.03% | -5.9% |
Q1 2023 | $394,542 | +0.9% | 5,424 | 0.0% | 0.03% | -5.6% |
Q4 2022 | $391,070 | +8.9% | 5,424 | 0.0% | 0.04% | +5.9% |
Q3 2022 | $359,000 | -5.8% | 5,424 | 0.0% | 0.03% | -2.9% |
Q2 2022 | $381,000 | -9.5% | 5,424 | 0.0% | 0.04% | -5.4% |
Q1 2022 | $421,000 | -4.1% | 5,424 | 0.0% | 0.04% | +8.8% |
Q4 2021 | $439,000 | +10.0% | 5,424 | 0.0% | 0.03% | +3.0% |
Q3 2021 | $399,000 | 0.0% | 5,424 | 0.0% | 0.03% | -8.3% |
Q2 2021 | $399,000 | +6.4% | 5,424 | 0.0% | 0.04% | -2.7% |
Q1 2021 | $375,000 | -49.1% | 5,424 | -50.0% | 0.04% | -50.7% |
Q4 2020 | $737,000 | +98.7% | 10,857 | +86.3% | 0.08% | +78.6% |
Q3 2020 | $371,000 | +5.1% | 5,829 | 0.0% | 0.04% | 0.0% |
Q2 2020 | $353,000 | +12.1% | 5,829 | 0.0% | 0.04% | -4.5% |
Q1 2020 | $315,000 | -17.5% | 5,829 | 0.0% | 0.04% | 0.0% |
Q4 2019 | $382,000 | 0.0% | 5,829 | -2.2% | 0.04% | -4.3% |
Q3 2019 | $382,000 | +5.8% | 5,961 | +1.9% | 0.05% | +4.5% |
Q2 2019 | $361,000 | -11.3% | 5,849 | -15.6% | 0.04% | -12.0% |
Q1 2019 | $407,000 | +1.2% | 6,930 | -9.9% | 0.05% | -16.7% |
Q4 2018 | $402,000 | -42.6% | 7,694 | -42.9% | 0.06% | -29.4% |
Q1 2018 | $700,000 | -94.3% | 13,481 | -94.2% | 0.08% | -94.5% |
Q4 2017 | $12,320,000 | +1.5% | 233,430 | -3.2% | 1.54% | +18.1% |
Q3 2017 | $12,139,000 | -19.0% | 241,143 | -21.2% | 1.30% | -22.1% |
Q2 2017 | $14,980,000 | +108.1% | 306,156 | +102.9% | 1.67% | +100.6% |
Q1 2017 | $7,200,000 | – | 150,873 | – | 0.83% | – |
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% |