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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $278 | -32.2% | 3,742 | -34.1% | 0.06% | +35.7% |
Q1 2023 | $410 | -0.2% | 5,676 | 0.0% | 0.04% | -2.3% |
Q4 2022 | $411 | -99.9% | 5,676 | -19.9% | 0.04% | -17.3% |
Q3 2022 | $469,000 | -14.3% | 7,089 | -8.9% | 0.05% | -5.5% |
Q2 2022 | $547,000 | -60.0% | 7,784 | -55.9% | 0.06% | -47.1% |
Q1 2022 | $1,368,000 | -5.7% | 17,638 | -10.5% | 0.10% | -26.8% |
Q2 2021 | $1,450,000 | +10.0% | 19,700 | +3.4% | 0.14% | +18.3% |
Q1 2021 | $1,318,000 | +0.1% | 19,054 | -1.8% | 0.12% | -28.6% |
Q4 2020 | $1,317,000 | +11.3% | 19,398 | +4.5% | 0.17% | -11.1% |
Q3 2020 | $1,183,000 | -37.2% | 18,570 | -40.3% | 0.19% | -43.9% |
Q2 2020 | $1,885,000 | -0.3% | 31,084 | -11.2% | 0.34% | +20.4% |
Q1 2020 | $1,891,000 | -21.7% | 35,015 | -4.9% | 0.28% | -60.3% |
Q4 2019 | $2,415,000 | +27.6% | 36,808 | +24.7% | 0.71% | +21.5% |
Q3 2019 | $1,893,000 | +138.1% | 29,528 | +129.4% | 0.58% | +116.0% |
Q2 2019 | $795,000 | +6.3% | 12,873 | +1.1% | 0.27% | +55.5% |
Q1 2019 | $748,000 | +20.8% | 12,727 | +7.7% | 0.17% | -9.9% |
Q4 2018 | $619,000 | -7.5% | 11,812 | +0.7% | 0.19% | +9.7% |
Q3 2018 | $669,000 | +7.4% | 11,727 | +0.1% | 0.18% | +2.3% |
Q2 2018 | $623,000 | -11.1% | 11,719 | -13.1% | 0.17% | -20.1% |
Q1 2018 | $701,000 | -38.7% | 13,491 | -40.7% | 0.21% | +24.4% |
Q4 2017 | $1,144,000 | +128.8% | 22,758 | +129.3% | 0.17% | +8.9% |
Q3 2017 | $500,000 | +5.3% | 9,927 | +2.3% | 0.16% | -2.5% |
Q2 2017 | $475,000 | +35.3% | 9,701 | +31.7% | 0.16% | +20.0% |
Q1 2017 | $351,000 | -11.8% | 7,365 | -16.3% | 0.14% | -2.2% |
Q4 2016 | $398,000 | -0.3% | 8,804 | +0.2% | 0.14% | -24.2% |
Q3 2016 | $399,000 | +25.5% | 8,786 | +27.6% | 0.18% | +11.7% |
Q2 2016 | $318,000 | – | 6,886 | – | 0.16% | – |
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% |