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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $2,139,000 | -6.8% | 27,569 | -2.8% | 0.21% | -42.2% |
Q4 2021 | $2,295,000 | -74.1% | 28,366 | -76.5% | 0.36% | -37.5% |
Q3 2021 | $8,875,000 | +4126.2% | 120,749 | +2999.3% | 0.57% | +674.3% |
Q1 2020 | $210,000 | -97.9% | 3,896 | -97.4% | 0.07% | -97.0% |
Q4 2019 | $10,010,000 | -10.5% | 152,594 | -12.6% | 2.46% | -26.5% |
Q3 2019 | $11,186,000 | +3.6% | 174,508 | -0.2% | 3.34% | +1.5% |
Q2 2019 | $10,795,000 | +305.5% | 174,869 | +286.2% | 3.30% | +300.4% |
Q1 2019 | $2,662,000 | +314.6% | 45,274 | +269.6% | 0.82% | +238.7% |
Q4 2018 | $642,000 | -13.8% | 12,251 | -6.2% | 0.24% | +6.6% |
Q3 2018 | $745,000 | +59.2% | 13,066 | +48.2% | 0.23% | +42.5% |
Q2 2018 | $468,000 | +2.4% | 8,818 | 0.0% | 0.16% | -1.8% |
Q1 2018 | $457,000 | -8.2% | 8,818 | -6.5% | 0.16% | -10.4% |
Q4 2017 | $498,000 | +4.8% | 9,436 | -0.0% | 0.18% | -11.7% |
Q3 2017 | $475,000 | +2.8% | 9,437 | -0.0% | 0.21% | -11.2% |
Q2 2017 | $462,000 | +7.7% | 9,438 | +5.1% | 0.23% | +5.0% |
Q1 2017 | $429,000 | +5.7% | 8,983 | 0.0% | 0.22% | +0.9% |
Q4 2016 | $406,000 | -95.3% | 8,983 | -95.3% | 0.22% | -92.8% |
Q3 2016 | $8,599,000 | -79.3% | 189,272 | -78.9% | 3.05% | -60.4% |
Q2 2016 | $41,468,000 | +72.7% | 897,386 | +64.2% | 7.70% | -14.7% |
Q1 2016 | $24,015,000 | – | 546,674 | – | 9.03% | – |
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% |