ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 489 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,473,025 | -34.6% | 20,351 | -32.9% | 0.00% | +50.0% |
| Q2 2023 | $2,252,960 | +2.2% | 30,310 | +0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,204,160 | +193077.9% | 30,302 | +91.5% | 0.00% | – |
| Q4 2022 | $1,141 | -99.9% | 15,821 | +0.3% | 0.00% | -100.0% |
| Q3 2022 | $1,042,000 | -9.2% | 15,771 | -3.5% | 0.00% | 0.0% |
| Q2 2022 | $1,147,000 | -15.2% | 16,335 | -6.4% | 0.00% | 0.0% |
| Q1 2022 | $1,353,000 | +3.6% | 17,444 | +8.0% | 0.00% | 0.0% |
| Q4 2021 | $1,306,000 | +25.1% | 16,149 | +13.6% | 0.00% | +50.0% |
| Q3 2021 | $1,044,000 | +0.2% | 14,210 | +0.4% | 0.00% | 0.0% |
| Q2 2021 | $1,042,000 | +15.4% | 14,150 | +8.5% | 0.00% | 0.0% |
| Q1 2021 | $903,000 | -0.9% | 13,046 | -2.8% | 0.00% | 0.0% |
| Q4 2020 | $911,000 | +0.2% | 13,428 | -5.9% | 0.00% | -33.3% |
| Q3 2020 | $909,000 | +26.1% | 14,263 | +6.8% | 0.00% | 0.0% |
| Q1 2020 | $721,000 | -27.1% | 13,353 | -11.5% | 0.00% | 0.0% |
| Q4 2019 | $989,000 | +3.6% | 15,081 | +1.2% | 0.00% | 0.0% |
| Q3 2019 | $955,000 | +27.7% | 14,895 | +22.9% | 0.00% | 0.0% |
| Q2 2019 | $748,000 | -2.5% | 12,124 | -7.0% | 0.00% | 0.0% |
| Q1 2019 | $767,000 | +28.9% | 13,040 | +14.9% | 0.00% | 0.0% |
| Q4 2018 | $595,000 | -11.1% | 11,347 | -3.2% | 0.00% | 0.0% |
| Q3 2018 | $669,000 | +3.4% | 11,720 | -3.7% | 0.00% | 0.0% |
| Q2 2018 | $647,000 | -4.0% | 12,176 | -6.2% | 0.00% | 0.0% |
| Q1 2018 | $674,000 | -2.7% | 12,983 | -1.1% | 0.00% | 0.0% |
| Q4 2017 | $693,000 | +7.4% | 13,131 | +2.4% | 0.00% | 0.0% |
| Q3 2017 | $645,000 | – | 12,818 | – | 0.00% | – |
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% |