ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $42,787,627 | +9.5% | 548,348 | +1.5% | 3.90% | -5.2% |
| Q3 2023 | $39,088,313 | -2.4% | 540,043 | +0.3% | 4.11% | -4.0% |
| Q2 2023 | $40,031,833 | +2.6% | 538,569 | +0.4% | 4.28% | -3.7% |
| Q1 2023 | $39,010,902 | +1.3% | 536,306 | +0.4% | 4.44% | +1.9% |
| Q4 2022 | $38,509,612 | +6.3% | 534,114 | -2.5% | 4.36% | -15.1% |
| Q3 2022 | $36,229,000 | -10.2% | 548,089 | -4.6% | 5.13% | -5.5% |
| Q2 2022 | $40,322,000 | -6.0% | 574,302 | +3.8% | 5.44% | +7.5% |
| Q1 2022 | $42,910,000 | -3.1% | 553,176 | +1.1% | 5.06% | -3.3% |
| Q4 2021 | $44,284,000 | +10.3% | 547,386 | +0.2% | 5.23% | -1.5% |
| Q3 2021 | $40,166,000 | +0.2% | 546,477 | +0.3% | 5.31% | -1.1% |
| Q2 2021 | $40,102,000 | +6.3% | 544,794 | -0.1% | 5.37% | +1.2% |
| Q1 2021 | $37,739,000 | -7.8% | 545,437 | -9.6% | 5.30% | -13.2% |
| Q4 2020 | $40,935,000 | +7.7% | 603,045 | +1.1% | 6.11% | -3.6% |
| Q3 2020 | $37,999,000 | -0.6% | 596,255 | +0.3% | 6.33% | -2.6% |
| Q2 2020 | $38,228,000 | +20.1% | 594,254 | +0.8% | 6.50% | -10.0% |
| Q1 2020 | $31,832,000 | -16.7% | 589,373 | +1.2% | 7.23% | +12.4% |
| Q4 2019 | $38,216,000 | +0.9% | 582,555 | -1.4% | 6.43% | -8.4% |
| Q3 2019 | $37,860,000 | +3.4% | 590,642 | -0.4% | 7.02% | -3.1% |
| Q2 2019 | $36,621,000 | +5.8% | 593,242 | +0.7% | 7.24% | -2.0% |
| Q1 2019 | $34,626,000 | +22.9% | 588,871 | +9.5% | 7.39% | +17.3% |
| Q4 2018 | $28,181,000 | +364.1% | 537,815 | +394.9% | 6.30% | +328.8% |
| Q3 2018 | $6,072,000 | +32.2% | 108,674 | +25.7% | 1.47% | +24.2% |
| Q2 2018 | $4,594,000 | -0.3% | 86,425 | -2.6% | 1.18% | +3.8% |
| Q1 2018 | $4,606,000 | -3.8% | 88,694 | -2.2% | 1.14% | -2.0% |
| Q4 2017 | $4,789,000 | +63.6% | 90,731 | +56.0% | 1.16% | +32.0% |
| Q3 2017 | $2,927,000 | -1.4% | 58,154 | -4.2% | 0.88% | -2.6% |
| Q2 2017 | $2,969,000 | -1.1% | 60,684 | -3.5% | 0.91% | -4.7% |
| Q1 2017 | $3,001,000 | -22.0% | 62,890 | -26.1% | 0.95% | -25.5% |
| Q4 2016 | $3,846,000 | +26.4% | 85,059 | +27.0% | 1.28% | +17.6% |
| Q3 2016 | $3,042,000 | +9.1% | 66,976 | +11.0% | 1.09% | +4.1% |
| Q2 2016 | $2,787,000 | +20.7% | 60,323 | +14.8% | 1.04% | +15.1% |
| Q1 2016 | $2,309,000 | +60.5% | 52,564 | +52.7% | 0.91% | +64.7% |
| Q4 2015 | $1,439,000 | +17.0% | 34,423 | +10.8% | 0.55% | +14.3% |
| Q3 2015 | $1,230,000 | +41.5% | 31,080 | +44.1% | 0.48% | +33.6% |
| Q2 2015 | $869,000 | +9.2% | 21,562 | +11.6% | 0.36% | +14.6% |
| Q1 2015 | $796,000 | – | 19,315 | – | 0.31% | – |
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% |