ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 960 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,584 | +103.1% | 77 | +108.1% | 0.00% | – |
Q2 2023 | $2,750 | -70.2% | 37 | -70.9% | 0.00% | – |
Q1 2023 | $9,238 | -95.7% | 127 | -95.8% | 0.00% | -100.0% |
Q4 2022 | $217,237 | +538.9% | 3,013 | +483.9% | 0.01% | +600.0% |
Q3 2022 | $34,000 | -40.4% | 516 | -36.1% | 0.00% | -50.0% |
Q2 2022 | $57,000 | +54.1% | 808 | +71.2% | 0.00% | +100.0% |
Q1 2022 | $37,000 | 0.0% | 472 | +1.9% | 0.00% | 0.0% |
Q4 2021 | $37,000 | +8.8% | 463 | +0.2% | 0.00% | 0.0% |
Q3 2021 | $34,000 | -20.9% | 462 | -20.1% | 0.00% | 0.0% |
Q2 2021 | $43,000 | +7.5% | 578 | -0.3% | 0.00% | 0.0% |
Q1 2021 | $40,000 | -31.0% | 580 | -36.1% | 0.00% | -50.0% |
Q4 2020 | $58,000 | 0.0% | 908 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $58,000 | +31.8% | 908 | +23.9% | 0.00% | 0.0% |
Q2 2020 | $44,000 | +18.9% | 733 | +6.1% | 0.00% | 0.0% |
Q1 2020 | $37,000 | -17.8% | 691 | +0.3% | 0.00% | 0.0% |
Q4 2019 | $45,000 | -38.4% | 689 | -39.4% | 0.00% | -50.0% |
Q3 2019 | $73,000 | +356.2% | 1,137 | +334.0% | 0.00% | +300.0% |
Q2 2019 | $16,000 | -23.8% | 262 | -27.4% | 0.00% | 0.0% |
Q1 2019 | $21,000 | -73.4% | 361 | -76.0% | 0.00% | -80.0% |
Q4 2018 | $79,000 | +46.3% | 1,507 | +181.7% | 0.01% | +66.7% |
Q3 2018 | $54,000 | +12.5% | 535 | -41.3% | 0.00% | 0.0% |
Q2 2018 | $48,000 | -14.3% | 912 | -15.1% | 0.00% | 0.0% |
Q1 2018 | $56,000 | +24.4% | 1,074 | +25.0% | 0.00% | 0.0% |
Q4 2017 | $45,000 | +50.0% | 859 | +38.1% | 0.00% | +50.0% |
Q2 2017 | $30,000 | -25.0% | 622 | -26.5% | 0.00% | -33.3% |
Q1 2017 | $40,000 | +166.7% | 846 | +162.7% | 0.00% | +200.0% |
Q4 2016 | $15,000 | -73.2% | 322 | -77.1% | 0.00% | -87.5% |
Q3 2015 | $56,000 | -1.8% | 1,408 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $57,000 | -1.7% | 1,408 | 0.0% | 0.01% | -11.1% |
Q1 2015 | $58,000 | +1.8% | 1,408 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $57,000 | +7.5% | 1,408 | 0.0% | 0.01% | -10.0% |
Q3 2014 | $53,000 | +1.9% | 1,408 | 0.0% | 0.01% | 0.0% |
Q2 2014 | $52,000 | – | 1,408 | – | 0.01% | – |
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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% |