ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 116 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,270 | +468.7% | 584 | +484.0% | 0.00% | – |
| Q2 2023 | $7,433 | +2.2% | 100 | 0.0% | 0.00% | – |
| Q1 2023 | $7,274 | +0.9% | 100 | 0.0% | 0.00% | – |
| Q4 2022 | $7,210 | -57.6% | 100 | -60.0% | 0.00% | -100.0% |
| Q3 2022 | $17,000 | -19.0% | 250 | -16.7% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | -12.5% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $24,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $24,000 | -29.4% | 300 | -37.0% | 0.00% | -50.0% |
| Q3 2021 | $34,000 | +36.0% | 476 | +36.0% | 0.00% | +100.0% |
| Q2 2021 | $25,000 | -28.6% | 350 | -30.0% | 0.00% | -50.0% |
| Q1 2021 | $35,000 | +2.9% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $34,000 | +9.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $31,000 | +29.2% | 500 | +25.0% | 0.00% | 0.0% |
| Q2 2020 | $24,000 | +9.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | -65.1% | 400 | -58.3% | 0.00% | -60.0% |
| Q4 2019 | $63,000 | -27.6% | 960 | -28.9% | 0.01% | -28.6% |
| Q3 2019 | $87,000 | +47.5% | 1,350 | +40.6% | 0.01% | +40.0% |
| Q2 2019 | $59,000 | +5.4% | 960 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $56,000 | -23.3% | 960 | -31.4% | 0.01% | -28.6% |
| Q4 2018 | $73,000 | +1116.7% | 1,400 | +892.9% | 0.01% | +600.0% |
| Q4 2014 | $6,000 | +20.0% | 141 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $5,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $5,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $5,000 | – | 141 | – | 0.00% | – |
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% |