ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 489 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $16,080,000 | -7.3% | 243,271 | -0.4% | 0.69% | -5.5% |
| Q2 2022 | $17,351,000 | -11.3% | 244,242 | -3.1% | 0.73% | -2.8% |
| Q1 2022 | $19,552,000 | +22.9% | 252,115 | +27.5% | 0.75% | +0.8% |
| Q4 2021 | $15,914,000 | -22.8% | 197,717 | -29.4% | 0.75% | -25.9% |
| Q3 2021 | $20,611,000 | -7.1% | 280,164 | -7.1% | 1.01% | +0.1% |
| Q2 2021 | $22,190,000 | -37.0% | 301,460 | -40.8% | 1.01% | -45.3% |
| Q1 2021 | $35,225,000 | -34.3% | 509,105 | -35.5% | 1.84% | -35.8% |
| Q4 2020 | $53,578,000 | +12.6% | 789,305 | +5.7% | 2.86% | -27.4% |
| Q3 2020 | $47,574,000 | +10.8% | 746,495 | +6.1% | 3.94% | -0.3% |
| Q2 2020 | $42,927,000 | +28.2% | 703,596 | +9.3% | 3.95% | +30.8% |
| Q1 2020 | $33,479,000 | -17.4% | 643,555 | +4.2% | 3.02% | +3.6% |
| Q4 2019 | $40,523,000 | -21.3% | 617,741 | -23.8% | 2.92% | -25.4% |
| Q3 2019 | $51,514,000 | +6.6% | 810,254 | +3.6% | 3.91% | +7.6% |
| Q2 2019 | $48,312,000 | +28.4% | 782,060 | +22.3% | 3.64% | +14.4% |
| Q1 2019 | $37,635,000 | +20.6% | 639,307 | +9.0% | 3.18% | +14.4% |
| Q4 2018 | $31,213,000 | +10.4% | 586,650 | +18.4% | 2.78% | -21.4% |
| Q3 2018 | $28,266,000 | +72.2% | 495,566 | +60.5% | 3.54% | +21.6% |
| Q2 2018 | $16,415,000 | -36.4% | 308,786 | -37.9% | 2.91% | +82.9% |
| Q1 2018 | $25,825,000 | +126.3% | 497,319 | +130.0% | 1.59% | +33.1% |
| Q4 2017 | $11,413,000 | -8.9% | 216,238 | -13.1% | 1.19% | -41.4% |
| Q3 2017 | $12,527,000 | +19.9% | 248,842 | +16.6% | 2.04% | +36.1% |
| Q2 2017 | $10,444,000 | +2009.9% | 213,466 | +1851.1% | 1.50% | +1771.2% |
| Q4 2016 | $495,000 | -91.6% | 10,941 | -91.6% | 0.08% | -90.5% |
| Q3 2016 | $5,902,000 | +66.6% | 129,905 | +69.4% | 0.84% | +25.9% |
| Q2 2016 | $3,543,000 | +200.8% | 76,664 | +185.9% | 0.67% | +77.7% |
| Q1 2016 | $1,178,000 | +17.9% | 26,816 | +12.3% | 0.38% | -43.9% |
| Q4 2015 | $999,000 | +57.3% | 23,878 | +48.8% | 0.67% | +175.7% |
| Q3 2015 | $635,000 | -99.9% | 16,043 | +21.4% | 0.24% | -6.9% |
| Q2 2015 | $532,788,000 | – | 13,214 | – | 0.26% | – |
Download | ||||||
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% |