ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 366 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.71 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $276,492 | -4.1% | 3,820 | -1.5% | 0.03% | 0.0% |
Q2 2023 | $288,400 | +2.7% | 3,880 | +0.5% | 0.03% | -3.1% |
Q1 2023 | $280,849 | +3.3% | 3,861 | +2.4% | 0.03% | 0.0% |
Q4 2022 | $271,961 | +4.2% | 3,772 | -4.4% | 0.03% | -5.9% |
Q3 2022 | $261,000 | -0.8% | 3,946 | +5.3% | 0.03% | +6.2% |
Q2 2022 | $263,000 | -11.1% | 3,749 | -1.9% | 0.03% | +6.7% |
Q1 2022 | $296,000 | -1.3% | 3,822 | +3.0% | 0.03% | +3.4% |
Q4 2021 | $300,000 | +13.2% | 3,712 | +3.0% | 0.03% | +7.4% |
Q3 2021 | $265,000 | -4.3% | 3,604 | -4.2% | 0.03% | -3.6% |
Q2 2021 | $277,000 | -2.8% | 3,761 | -8.7% | 0.03% | -9.7% |
Q1 2021 | $285,000 | -2.1% | 4,120 | -3.9% | 0.03% | -6.1% |
Q4 2020 | $291,000 | +12.4% | 4,286 | +5.6% | 0.03% | 0.0% |
Q3 2020 | $259,000 | +12.1% | 4,059 | +6.4% | 0.03% | +6.5% |
Q2 2020 | $231,000 | +11.6% | 3,815 | +13.9% | 0.03% | +10.7% |
Q2 2019 | $207,000 | +43.8% | 3,350 | +21.8% | 0.03% | +47.4% |
Q4 2018 | $144,000 | -8.3% | 2,750 | 0.0% | 0.02% | +5.6% |
Q3 2018 | $157,000 | -17.8% | 2,750 | -23.4% | 0.02% | -21.7% |
Q2 2018 | $191,000 | +2.7% | 3,590 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $186,000 | -7.0% | 3,590 | -5.3% | 0.02% | -4.2% |
Q4 2017 | $200,000 | +5.3% | 3,790 | 0.0% | 0.02% | -4.0% |
Q3 2017 | $190,000 | +2.2% | 3,790 | 0.0% | 0.02% | -7.4% |
Q2 2017 | $186,000 | -16.6% | 3,790 | -19.1% | 0.03% | -18.2% |
Q1 2017 | $223,000 | +5.2% | 4,685 | 0.0% | 0.03% | -13.2% |
Q4 2016 | $212,000 | -1.9% | 4,685 | -1.6% | 0.04% | -2.6% |
Q3 2016 | $216,000 | -1.8% | 4,760 | 0.0% | 0.04% | -2.5% |
Q2 2016 | $220,000 | +5.3% | 4,760 | 0.0% | 0.04% | +8.1% |
Q1 2016 | $209,000 | +5.0% | 4,760 | 0.0% | 0.04% | +2.8% |
Q4 2015 | $199,000 | +4.7% | 4,760 | -1.2% | 0.04% | -2.7% |
Q3 2015 | $190,000 | -23.1% | 4,820 | -21.2% | 0.04% | -14.0% |
Q2 2015 | $247,000 | -19.3% | 6,120 | -17.5% | 0.04% | -21.8% |
Q1 2015 | $306,000 | -13.6% | 7,420 | -15.3% | 0.06% | -15.4% |
Q4 2014 | $354,000 | +3.2% | 8,760 | -3.7% | 0.06% | +1.6% |
Q3 2014 | $343,000 | -56.0% | 9,100 | -56.5% | 0.06% | -50.8% |
Q2 2014 | $779,000 | +32.5% | 20,932 | +28.2% | 0.13% | +30.0% |
Q1 2014 | $588,000 | – | 16,322 | – | 0.10% | – |
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% |