ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 467 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.02 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,375,733 | -3.2% | 60,455 | -0.6% | 1.82% | -2.4% |
Q2 2023 | $4,520,453 | +2.2% | 60,816 | 0.0% | 1.87% | +43.7% |
Q1 2023 | $4,423,756 | +89704.2% | 60,816 | -11.0% | 1.30% | -12.9% |
Q4 2022 | $4,926 | -99.9% | 68,319 | 0.0% | 1.49% | +4.1% |
Q3 2022 | $4,516,000 | -5.9% | 68,319 | 0.0% | 1.44% | +33.2% |
Q2 2022 | $4,797,000 | -9.7% | 68,319 | -0.3% | 1.08% | +9.6% |
Q1 2022 | $5,313,000 | -4.1% | 68,499 | 0.0% | 0.98% | -32.9% |
Q4 2021 | $5,542,000 | +10.1% | 68,499 | 0.0% | 1.46% | +56.9% |
Q3 2021 | $5,035,000 | -0.1% | 68,499 | 0.0% | 0.93% | +2.1% |
Q2 2021 | $5,042,000 | +6.4% | 68,499 | 0.0% | 0.92% | -2.5% |
Q1 2021 | $4,739,000 | +1.4% | 68,499 | -0.5% | 0.94% | -3.7% |
Q4 2020 | $4,672,000 | -15.7% | 68,820 | -20.8% | 0.97% | -20.0% |
Q3 2020 | $5,540,000 | +5.1% | 86,929 | 0.0% | 1.22% | -3.7% |
Q2 2020 | $5,271,000 | +12.3% | 86,929 | 0.0% | 1.26% | +0.7% |
Q1 2020 | $4,695,000 | -17.7% | 86,929 | 0.0% | 1.26% | +5.9% |
Q4 2019 | $5,703,000 | +2.4% | 86,929 | 0.0% | 1.19% | +6.3% |
Q3 2019 | $5,572,000 | +2.7% | 86,929 | -1.1% | 1.12% | -2.1% |
Q2 2019 | $5,425,000 | +5.0% | 87,879 | 0.0% | 1.14% | +1.8% |
Q1 2019 | $5,167,000 | +12.2% | 87,879 | 0.0% | 1.12% | +2.3% |
Q4 2018 | $4,605,000 | -8.5% | 87,879 | -0.4% | 1.10% | +14.7% |
Q3 2018 | $5,031,000 | +7.3% | 88,194 | 0.0% | 0.96% | +6.2% |
Q2 2018 | $4,688,000 | -4.4% | 88,194 | -6.6% | 0.90% | -1.3% |
Q1 2018 | $4,903,000 | -22.7% | 94,421 | -21.5% | 0.91% | -7.7% |
Q4 2017 | $6,345,000 | +4.7% | 120,218 | -0.1% | 0.99% | +21.1% |
Q3 2017 | $6,060,000 | +2.6% | 120,388 | -0.3% | 0.82% | +0.6% |
Q2 2017 | $5,906,000 | -31.8% | 120,705 | -33.5% | 0.81% | -28.2% |
Q1 2017 | $8,659,000 | -0.3% | 181,449 | -5.6% | 1.13% | -4.9% |
Q4 2016 | $8,689,000 | -8.7% | 192,140 | -8.3% | 1.19% | -4.9% |
Q3 2016 | $9,520,000 | +4.8% | 209,560 | +6.6% | 1.25% | +0.2% |
Q2 2016 | $9,087,000 | +20.8% | 196,650 | +14.9% | 1.24% | +22.7% |
Q1 2016 | $7,523,000 | +22.9% | 171,143 | +17.0% | 1.01% | +21.7% |
Q4 2015 | $6,119,000 | – | 146,313 | – | 0.83% | – |
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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% |