ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 693 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.04 and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $392,376,720 | -1.4% | 5,421,065 | +1.2% | 1.50% | -4.5% |
Q2 2023 | $398,125,564 | +6.9% | 5,356,189 | +4.6% | 1.57% | -4.1% |
Q1 2023 | $372,356,056 | +8.2% | 5,119,000 | +7.3% | 1.64% | -5.5% |
Q4 2022 | $344,056,248 | +34.9% | 4,771,931 | +23.7% | 1.73% | +16.6% |
Q3 2022 | $255,072,000 | +789.0% | 3,858,878 | +844.3% | 1.48% | +702.7% |
Q2 2022 | $28,691,000 | +15.8% | 408,651 | +28.0% | 0.18% | +15.6% |
Q1 2022 | $24,770,000 | -1.7% | 319,320 | +2.5% | 0.16% | -7.5% |
Q4 2021 | $25,198,000 | +1.5% | 311,467 | -7.8% | 0.17% | -16.0% |
Q3 2021 | $24,817,000 | -15.9% | 337,648 | -15.8% | 0.21% | -25.1% |
Q2 2021 | $29,508,000 | +160.4% | 400,872 | +144.8% | 0.28% | +123.6% |
Q1 2021 | $11,332,000 | -4.0% | 163,782 | -5.9% | 0.12% | -21.2% |
Q4 2020 | $11,806,000 | +7.4% | 173,963 | +1.3% | 0.16% | -14.3% |
Q3 2020 | $10,996,000 | +0.8% | 171,809 | -4.1% | 0.18% | +1.1% |
Q2 2020 | $10,908,000 | +11.7% | 179,141 | -4.7% | 0.18% | -16.3% |
Q1 2020 | $9,767,000 | -22.8% | 188,035 | -2.5% | 0.22% | +7.5% |
Q4 2019 | $12,651,000 | +207.7% | 192,791 | +201.0% | 0.20% | +38.9% |
Q3 2019 | $4,111,000 | +24.3% | 64,046 | +19.5% | 0.14% | +18.0% |
Q2 2019 | $3,307,000 | +28.5% | 53,577 | +22.4% | 0.12% | +17.3% |
Q1 2019 | $2,573,000 | +79.8% | 43,762 | +60.3% | 0.10% | +35.1% |
Q4 2018 | $1,431,000 | +7.2% | 27,297 | +17.1% | 0.08% | +28.3% |
Q3 2018 | $1,335,000 | +3.9% | 23,309 | -3.0% | 0.06% | -15.5% |
Q2 2018 | $1,285,000 | +37.7% | 24,034 | +31.6% | 0.07% | +22.4% |
Q1 2018 | $933,000 | +0.5% | 18,263 | +3.9% | 0.06% | +3.6% |
Q4 2017 | $928,000 | -48.0% | 17,578 | -49.7% | 0.06% | -26.3% |
Q3 2017 | $1,783,000 | +113.8% | 34,933 | +105.1% | 0.08% | -26.9% |
Q2 2017 | $834,000 | +2.6% | 17,035 | 0.0% | 0.10% | +25.3% |
Q1 2017 | $813,000 | +5.6% | 17,035 | 0.0% | 0.08% | +18.6% |
Q4 2016 | $770,000 | – | 17,035 | – | 0.07% | – |
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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% |