ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,436,554 | -17.8% | 144,191 | -15.6% | 0.34% | -17.0% |
Q2 2023 | $12,695,856 | -2.4% | 170,804 | -4.5% | 0.41% | -13.1% |
Q1 2023 | $13,002,902 | +9.4% | 178,759 | +8.4% | 0.47% | +10.0% |
Q4 2022 | $11,889,309 | -23.4% | 164,900 | -29.8% | 0.43% | -36.2% |
Q3 2022 | $15,531,000 | -4.8% | 234,963 | +1.1% | 0.67% | +33.5% |
Q2 2022 | $16,320,000 | +36.2% | 232,448 | +50.5% | 0.50% | -30.1% |
Q1 2022 | $11,978,000 | -34.5% | 154,411 | -31.7% | 0.72% | -59.8% |
Q4 2021 | $18,298,000 | -2.0% | 226,182 | -10.9% | 1.80% | -8.1% |
Q3 2021 | $18,666,000 | -7.3% | 253,964 | -7.1% | 1.95% | +3.3% |
Q2 2021 | $20,129,000 | -35.9% | 273,453 | -39.7% | 1.89% | -42.4% |
Q1 2021 | $31,384,000 | -83.0% | 453,592 | -83.3% | 3.28% | -81.6% |
Q4 2020 | $184,529,000 | +13.9% | 2,718,463 | +6.9% | 17.83% | +20.5% |
Q3 2020 | $162,056,000 | +17.2% | 2,542,848 | +11.5% | 14.80% | +7.6% |
Q2 2020 | $138,295,000 | +105.4% | 2,280,965 | +83.0% | 13.76% | +82.9% |
Q1 2020 | $67,327,000 | +266.0% | 1,246,569 | +344.6% | 7.52% | +362.1% |
Q4 2019 | $18,395,000 | +54.0% | 280,407 | +50.5% | 1.63% | +24.7% |
Q3 2019 | $11,946,000 | +1631.3% | 186,358 | +1565.0% | 1.31% | +1512.3% |
Q2 2019 | $690,000 | +39.7% | 11,193 | +33.1% | 0.08% | +35.0% |
Q1 2019 | $494,000 | – | 8,407 | – | 0.06% | – |
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% |