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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $14,000 | 0.0% | 175 | 0.0% | 0.00% | – |
Q4 2021 | $14,000 | -36.4% | 175 | -41.3% | 0.00% | -100.0% |
Q3 2021 | $22,000 | -71.4% | 298 | -71.6% | 0.00% | -66.7% |
Q2 2021 | $77,000 | +541.7% | 1,051 | +500.6% | 0.00% | +200.0% |
Q1 2021 | $12,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $12,000 | -88.8% | 175 | -89.6% | 0.00% | -80.0% |
Q3 2020 | $107,000 | +4.9% | 1,675 | 0.0% | 0.01% | -16.7% |
Q2 2020 | $102,000 | -17.1% | 1,675 | -26.4% | 0.01% | -25.0% |
Q1 2020 | $123,000 | -32.4% | 2,275 | -18.0% | 0.01% | -20.0% |
Q4 2019 | $182,000 | +2.2% | 2,775 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $178,000 | +11.2% | 2,775 | +6.7% | 0.01% | 0.0% |
Q2 2019 | $160,000 | +4.6% | 2,600 | 0.0% | 0.01% | +11.1% |
Q1 2019 | $153,000 | -14.0% | 2,600 | -23.3% | 0.01% | -25.0% |
Q4 2018 | $178,000 | +423.5% | 3,391 | +465.2% | 0.01% | +500.0% |
Q3 2018 | $34,000 | +6.2% | 600 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $32,000 | +3.2% | 600 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $31,000 | -3.1% | 600 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $32,000 | +6.7% | 600 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $30,000 | – | 600 | – | 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% |