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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,422,000 | +51.5% | 79,388 | +37.7% | 0.42% | +27.5% |
| Q3 2021 | $4,238,000 | +21.1% | 57,657 | +21.2% | 0.33% | +18.2% |
| Q2 2021 | $3,501,000 | -12.7% | 47,561 | -18.0% | 0.28% | -21.3% |
| Q1 2021 | $4,011,000 | -1.2% | 57,974 | -3.0% | 0.36% | -8.5% |
| Q4 2020 | $4,058,000 | -1.5% | 59,782 | -7.5% | 0.39% | -12.4% |
| Q3 2020 | $4,120,000 | -20.9% | 64,642 | -24.8% | 0.44% | -27.0% |
| Q2 2020 | $5,211,000 | +5.0% | 85,944 | -6.4% | 0.61% | -4.9% |
| Q1 2020 | $4,961,000 | -28.0% | 91,847 | -12.6% | 0.64% | -10.3% |
| Q4 2019 | $6,895,000 | -6.6% | 105,108 | -8.7% | 0.71% | -11.1% |
| Q3 2019 | $7,379,000 | +5.0% | 115,107 | +1.1% | 0.80% | +6.5% |
| Q2 2019 | $7,025,000 | +492.8% | 113,808 | +464.9% | 0.75% | +150.7% |
| Q1 2019 | $1,185,000 | -78.4% | 20,147 | -80.7% | 0.30% | -73.7% |
| Q4 2018 | $5,479,000 | +350.6% | 104,566 | +390.5% | 1.14% | +102.0% |
| Q3 2018 | $1,216,000 | -13.3% | 21,318 | -19.2% | 0.56% | +4.6% |
| Q2 2018 | $1,403,000 | -66.8% | 26,396 | -67.6% | 0.54% | -39.5% |
| Q1 2018 | $4,226,000 | +47.6% | 81,376 | +50.0% | 0.89% | -27.2% |
| Q4 2017 | $2,864,000 | -1.3% | 54,265 | -4.6% | 1.22% | +51.5% |
| Q3 2017 | $2,903,000 | -99.9% | 56,886 | +1.4% | 0.81% | +20.4% |
| Q2 2017 | $2,745,000,000 | +5.2% | 56,109 | +4.0% | 0.67% | -7.6% |
| Q1 2017 | $2,610,000,000 | -15.6% | 53,945 | -21.2% | 0.73% | +33.7% |
| Q4 2016 | $3,094,000,000 | +99706.5% | 68,422 | +0.3% | 0.54% | -3.0% |
| Q3 2016 | $3,100,000 | +12.0% | 68,228 | +13.9% | 0.56% | -36.3% |
| Q2 2016 | $2,768,000 | +8.1% | 59,903 | +2.7% | 0.88% | -2.7% |
| Q1 2016 | $2,561,000 | +627.6% | 58,318 | +592.1% | 0.90% | +589.3% |
| Q4 2015 | $352,000 | -4.1% | 8,426 | -9.3% | 0.13% | 0.0% |
| Q3 2015 | $367,000 | +154.9% | 9,286 | +159.5% | 0.13% | +162.0% |
| Q2 2015 | $144,000 | -56.5% | 3,578 | -55.5% | 0.05% | -52.8% |
| Q1 2015 | $331,000 | +10.0% | 8,040 | +8.2% | 0.11% | +6.0% |
| Q4 2014 | $301,000 | +223.7% | 7,431 | +201.3% | 0.10% | +455.6% |
| Q3 2014 | $93,000 | – | 2,466 | – | 0.02% | – |
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% |