ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 171 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,056,566 | -20.2% | 42,229 | -18.0% | 0.14% | -19.4% |
| Q2 2023 | $3,828,579 | -2.8% | 51,508 | -4.8% | 0.17% | -11.9% |
| Q1 2023 | $3,937,270 | -2.5% | 54,128 | -2.1% | 0.19% | -5.4% |
| Q4 2022 | $4,037,066 | +42.4% | 55,317 | +38.2% | 0.20% | +26.7% |
| Q3 2022 | $2,836,000 | -13.8% | 40,022 | -9.9% | 0.16% | -15.3% |
| Q2 2022 | $3,289,000 | +145.6% | 44,439 | +157.4% | 0.19% | +123.5% |
| Q1 2022 | $1,339,000 | -29.6% | 17,263 | -26.6% | 0.08% | -35.1% |
| Q4 2021 | $1,903,000 | +456.4% | 23,520 | +405.8% | 0.13% | +367.9% |
| Q3 2021 | $342,000 | -68.2% | 4,650 | -68.2% | 0.03% | -70.8% |
| Q2 2021 | $1,077,000 | -36.9% | 14,626 | -40.7% | 0.10% | -48.4% |
| Q1 2021 | $1,708,000 | -38.0% | 24,684 | -38.8% | 0.19% | -48.5% |
| Q4 2020 | $2,757,000 | +15.5% | 40,318 | +7.6% | 0.36% | +7.8% |
| Q3 2020 | $2,387,000 | +26.5% | 37,461 | +20.3% | 0.34% | +14.3% |
| Q2 2020 | $1,887,000 | -8.4% | 31,130 | -18.4% | 0.29% | -24.3% |
| Q1 2020 | $2,061,000 | -45.8% | 38,152 | -34.2% | 0.39% | -40.3% |
| Q4 2019 | $3,806,000 | +3.5% | 58,024 | +1.1% | 0.65% | -11.4% |
| Q3 2019 | $3,677,000 | +61.7% | 57,371 | +56.1% | 0.73% | +40.8% |
| Q2 2019 | $2,274,000 | +25.4% | 36,757 | +19.0% | 0.52% | +12.1% |
| Q1 2019 | $1,814,000 | +90.3% | 30,891 | +69.9% | 0.46% | +97.9% |
| Q4 2018 | $953,000 | -18.6% | 18,182 | -11.4% | 0.23% | -23.8% |
| Q3 2018 | $1,171,000 | +70.2% | 20,526 | +58.6% | 0.31% | +48.3% |
| Q2 2018 | $688,000 | +123.4% | 12,942 | +122.8% | 0.21% | +43.8% |
| Q4 2017 | $308,000 | -21.4% | 5,808 | -25.2% | 0.14% | -40.5% |
| Q3 2017 | $392,000 | -9.3% | 7,763 | -12.2% | 0.24% | -18.5% |
| Q2 2017 | $432,000 | -78.4% | 8,838 | -78.9% | 0.30% | -80.3% |
| Q1 2017 | $1,997,000 | -47.5% | 41,874 | -50.8% | 1.51% | -58.4% |
| Q4 2016 | $3,805,000 | 0.0% | 85,188 | 0.0% | 3.63% | +4.2% |
| Q3 2016 | $3,805,000 | -41.0% | 85,188 | -38.9% | 3.48% | -37.9% |
| Q2 2016 | $6,446,000 | +1.5% | 139,503 | -3.5% | 5.60% | +13.0% |
| Q1 2016 | $6,352,000 | +153.2% | 144,490 | +140.9% | 4.96% | +168.7% |
| Q4 2015 | $2,509,000 | +97.6% | 59,984 | +94.2% | 1.85% | +90.7% |
| Q1 2015 | $1,270,000 | -59.2% | 30,881 | -59.8% | 0.97% | -73.7% |
| Q4 2014 | $3,112,000 | – | 76,877 | – | 3.69% | – |
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% |