ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 916 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 2.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,113,798 | -25.3% | 112,100 | -23.3% | 0.02% | -25.0% |
Q2 2023 | $10,859,613 | -65.1% | 146,100 | -65.8% | 0.03% | -65.0% |
Q1 2023 | $31,096,350 | +1068.8% | 427,500 | +1058.5% | 0.08% | +1042.9% |
Q4 2022 | $2,660,490 | -92.8% | 36,900 | -93.4% | 0.01% | -93.5% |
Q3 2022 | $36,884,000 | -22.4% | 558,000 | -17.5% | 0.11% | -20.7% |
Q2 2022 | $47,511,000 | +37.4% | 676,700 | +51.8% | 0.14% | +46.7% |
Q1 2022 | $34,573,000 | -77.3% | 445,700 | -76.3% | 0.09% | -75.9% |
Q4 2021 | $152,076,000 | +60.4% | 1,879,800 | +45.7% | 0.38% | +54.9% |
Q3 2021 | $94,837,000 | -8.5% | 1,290,300 | -8.3% | 0.25% | -9.9% |
Q2 2021 | $103,606,000 | -21.1% | 1,407,500 | -25.8% | 0.27% | -24.4% |
Q1 2021 | $131,253,000 | +12.4% | 1,897,000 | +10.3% | 0.36% | +15.7% |
Q4 2020 | $116,760,000 | +13.0% | 1,720,100 | +6.1% | 0.31% | +5.8% |
Q3 2020 | $103,287,000 | +7.3% | 1,620,700 | +2.1% | 0.30% | +4.2% |
Q2 2020 | $96,250,000 | -9.6% | 1,587,500 | -19.5% | 0.28% | -30.6% |
Q1 2020 | $106,502,000 | +137.9% | 1,971,900 | +189.0% | 0.41% | +292.3% |
Q4 2019 | $44,759,000 | +45.0% | 682,300 | +41.7% | 0.10% | +36.8% |
Q3 2019 | $30,858,000 | +443.9% | 481,400 | +423.8% | 0.08% | +442.9% |
Q2 2019 | $5,673,000 | +64.9% | 91,900 | +57.1% | 0.01% | +55.6% |
Q1 2019 | $3,440,000 | +900.0% | 58,500 | +453.4% | 0.01% | +80.0% |
Q2 2013 | $344,000 | – | 10,571 | – | 0.01% | – |
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% |