ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 359 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 3.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,619,745 | -3.0% | 271,065 | -0.4% | 1.85% | +2.5% |
| Q2 2023 | $20,230,100 | +10.4% | 272,166 | +8.0% | 1.81% | +0.4% |
| Q1 2023 | $18,325,993 | -10.1% | 251,938 | -18.3% | 1.80% | -20.7% |
| Q3 2022 | $20,390,000 | -5.8% | 308,471 | +0.0% | 2.27% | -5.4% |
| Q2 2022 | $21,654,000 | -5.1% | 308,418 | +4.9% | 2.40% | +8.3% |
| Q1 2022 | $22,815,000 | -2.1% | 294,121 | +2.1% | 2.22% | -0.2% |
| Q4 2021 | $23,303,000 | +11.1% | 288,151 | +1.0% | 2.22% | -0.4% |
| Q3 2021 | $20,972,000 | -47.9% | 285,331 | -47.8% | 2.23% | -47.4% |
| Q2 2021 | $40,260,000 | +26.4% | 546,943 | +18.8% | 4.24% | +12.5% |
| Q1 2021 | $31,862,000 | +2.4% | 460,503 | +0.5% | 3.77% | -3.5% |
| Q4 2020 | $31,108,000 | +14.2% | 458,282 | +7.2% | 3.90% | -3.3% |
| Q3 2020 | $27,240,000 | +6.7% | 427,426 | +1.5% | 4.04% | -2.2% |
| Q2 2020 | $25,534,000 | +12.8% | 421,152 | +0.5% | 4.13% | -5.4% |
| Q1 2020 | $22,642,000 | +52.5% | 419,225 | +85.2% | 4.36% | +81.4% |
| Q4 2019 | $14,848,000 | +13.2% | 226,342 | +10.6% | 2.41% | +4.0% |
| Q3 2019 | $13,115,000 | +27.4% | 204,606 | +22.7% | 2.31% | +25.2% |
| Q2 2019 | $10,291,000 | -8.9% | 166,799 | +18.5% | 1.85% | +34.8% |
| Q1 2019 | $11,292,000 | +46.0% | 140,740 | -4.5% | 1.37% | -17.0% |
| Q4 2018 | $7,733,000 | -94.4% | 147,446 | -97.9% | 1.65% | -4.6% |
| Q3 2018 | $137,642,000 | -9.4% | 6,977,163 | -13.8% | 1.73% | +1.1% |
| Q2 2018 | $151,968,000 | +1132.3% | 8,090,712 | +3249.7% | 1.71% | -27.2% |
| Q1 2018 | $12,332,000 | +1.0% | 241,534 | +5.8% | 2.35% | +2.8% |
| Q4 2017 | $12,205,000 | +74.8% | 228,395 | +65.9% | 2.29% | +58.3% |
| Q3 2017 | $6,983,000 | +13.2% | 137,642 | +8.9% | 1.45% | +4.6% |
| Q2 2017 | $6,167,000 | -6.0% | 126,395 | -8.4% | 1.38% | -14.7% |
| Q1 2017 | $6,559,000 | +13.1% | 137,966 | +7.8% | 1.62% | -12.8% |
| Q4 2016 | $5,801,000 | -26.7% | 127,937 | -27.8% | 1.86% | -36.3% |
| Q3 2016 | $7,910,000 | +10.1% | 177,101 | +10.4% | 2.92% | -46.5% |
| Q1 2016 | $7,186,000 | – | 160,485 | – | 5.46% | – |
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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% |