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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $145,682 | +7.8% | 1,867 | 0.0% | 0.02% | -5.6% |
Q3 2023 | $135,133 | -2.6% | 1,867 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $138,774 | +2.5% | 1,867 | +0.3% | 0.02% | 0.0% |
Q1 2023 | $135,442 | -5.3% | 1,862 | -6.1% | 0.02% | -14.3% |
Q4 2022 | $143,046 | +7.3% | 1,984 | -1.6% | 0.02% | 0.0% |
Q3 2022 | $133,258 | -5.9% | 2,016 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $141,543 | -3.0% | 2,016 | +7.1% | 0.02% | +16.7% |
Q1 2022 | $145,987 | -4.1% | 1,882 | 0.0% | 0.02% | -5.3% |
Q4 2021 | $152,254 | +10.1% | 1,882 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $138,327 | -0.1% | 1,882 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $138,534 | +6.6% | 1,882 | +0.2% | 0.02% | -5.0% |
Q1 2021 | $129,939 | -2.7% | 1,878 | -4.5% | 0.02% | -16.7% |
Q4 2020 | $133,520 | +11.6% | 1,967 | +4.7% | 0.02% | 0.0% |
Q3 2020 | $119,685 | +86.8% | 1,878 | +77.7% | 0.02% | +71.4% |
Q2 2020 | $64,086 | +12.3% | 1,057 | 0.0% | 0.01% | -6.7% |
Q1 2020 | $57,089 | -17.7% | 1,057 | 0.0% | 0.02% | 0.0% |
Q4 2019 | $69,339 | +2.3% | 1,057 | 0.0% | 0.02% | -6.2% |
Q3 2019 | $67,754 | +3.8% | 1,057 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $65,249 | +5.0% | 1,057 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $62,152 | +12.2% | 1,057 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $55,387 | -8.1% | 1,057 | 0.0% | 0.02% | +14.3% |
Q3 2018 | $60,291 | +7.3% | 1,057 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $56,190 | +2.4% | 1,057 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $54,890 | -1.6% | 1,057 | 0.0% | 0.01% | -6.7% |
Q4 2017 | $55,788 | +4.8% | 1,057 | 0.0% | 0.02% | -6.2% |
Q3 2017 | $53,209 | +987.5% | 1,057 | +957.0% | 0.02% | +700.0% |
Q2 2017 | $4,893 | – | 100 | – | 0.00% | – |
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% |