ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 467 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.02 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $884,304 | +0.7% | 12,218 | +3.4% | 0.16% | +7.4% |
Q2 2023 | $878,173 | -7.2% | 11,815 | -9.2% | 0.15% | -18.2% |
Q1 2023 | $946,706 | -75.5% | 13,015 | -75.7% | 0.18% | -77.7% |
Q4 2022 | $3,869,269 | +1.5% | 53,665 | -6.9% | 0.81% | -4.9% |
Q3 2022 | $3,812,000 | -13.3% | 57,668 | -7.9% | 0.86% | -0.9% |
Q2 2022 | $4,396,000 | +411.2% | 62,608 | +465.0% | 0.86% | +520.9% |
Q1 2022 | $860,000 | -5.3% | 11,081 | -1.3% | 0.14% | -6.1% |
Q4 2021 | $908,000 | +21.2% | 11,229 | +10.2% | 0.15% | +13.0% |
Q3 2021 | $749,000 | -9.1% | 10,191 | -9.0% | 0.13% | -9.7% |
Q2 2021 | $824,000 | +6.2% | 11,195 | -0.2% | 0.14% | -2.0% |
Q1 2021 | $776,000 | +3.6% | 11,213 | +1.6% | 0.15% | -0.7% |
Q4 2020 | $749,000 | -0.3% | 11,034 | -6.4% | 0.15% | -12.9% |
Q3 2020 | $751,000 | +4.2% | 11,785 | -0.9% | 0.17% | -3.4% |
Q2 2020 | $721,000 | +2.9% | 11,895 | -8.3% | 0.18% | -18.1% |
Q1 2020 | $701,000 | -28.6% | 12,972 | -13.3% | 0.22% | -2.7% |
Q4 2019 | $982,000 | -12.5% | 14,964 | -14.5% | 0.22% | -21.6% |
Q3 2019 | $1,122,000 | -38.7% | 17,506 | -41.0% | 0.28% | -30.1% |
Q2 2019 | $1,831,000 | +41.1% | 29,656 | +34.5% | 0.40% | +43.6% |
Q1 2019 | $1,298,000 | +90.9% | 22,047 | +70.0% | 0.28% | +1.1% |
Q4 2018 | $680,000 | +91.5% | 12,970 | +92.7% | 0.28% | +240.2% |
Q4 2017 | $355,000 | -94.5% | 6,731 | -95.7% | 0.08% | -99.2% |
Q4 2015 | $6,483,000 | +57.2% | 155,017 | +48.8% | 9.68% | +23.6% |
Q3 2015 | $4,124,000 | +0.0% | 104,158 | +1.9% | 7.83% | +47.2% |
Q2 2015 | $4,122,000 | – | 102,238 | – | 5.32% | – |
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% |