ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 345 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 42.80 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $210,291 | -19.1% | 2,891 | -10.0% | 0.00% | 0.0% |
Q4 2021 | $260,000 | +10.2% | 3,211 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $236,000 | -0.4% | 3,211 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $237,000 | +6.3% | 3,211 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $223,000 | -18.3% | 3,211 | -20.1% | 0.00% | -33.3% |
Q4 2020 | $273,000 | +33.8% | 4,017 | +25.1% | 0.01% | +20.0% |
Q3 2020 | $204,000 | +316.3% | 3,211 | +212.4% | 0.01% | +150.0% |
Q1 2017 | $49,000 | +6.5% | 1,028 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $46,000 | -2.1% | 1,028 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $47,000 | -2.1% | 1,028 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $48,000 | +6.7% | 1,028 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $45,000 | -68.5% | 1,028 | -70.0% | 0.00% | -71.4% |
Q4 2015 | $143,000 | +5.1% | 3,428 | 0.0% | 0.01% | +16.7% |
Q3 2015 | $136,000 | – | 3,428 | – | 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% |