ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $258,397 | +9.0% | 3,570 | +11.9% | 0.03% | +8.0% |
Q2 2023 | $237,113 | -95.6% | 3,190 | -95.7% | 0.02% | -91.5% |
Q1 2023 | $5,450,677 | -0.4% | 74,933 | -1.2% | 0.29% | -11.2% |
Q4 2022 | $5,470,774 | +11.3% | 75,878 | +2.1% | 0.33% | -0.3% |
Q3 2022 | $4,914,000 | -4.9% | 74,352 | +1.0% | 0.33% | -4.0% |
Q2 2022 | $5,168,000 | -7.4% | 73,593 | +2.3% | 0.35% | +2.4% |
Q1 2022 | $5,580,000 | -4.2% | 71,935 | -0.1% | 0.34% | -6.9% |
Q4 2021 | $5,825,000 | +33.1% | 72,010 | +20.9% | 0.36% | +21.8% |
Q3 2021 | $4,378,000 | +0.3% | 59,564 | +0.5% | 0.30% | -5.1% |
Q2 2021 | $4,363,000 | -4.0% | 59,281 | -9.8% | 0.31% | -19.3% |
Q1 2021 | $4,545,000 | -7.1% | 65,697 | -8.9% | 0.39% | -11.4% |
Q4 2020 | $4,894,000 | -36.2% | 72,086 | -44.7% | 0.44% | -15.9% |
Q3 2020 | $7,665,000 | +93.7% | 130,318 | +99.6% | 0.52% | +2.0% |
Q2 2020 | $3,958,000 | +11.2% | 65,282 | -1.0% | 0.51% | -17.8% |
Q1 2020 | $3,560,000 | -47.2% | 65,915 | -35.8% | 0.62% | -27.1% |
Q4 2019 | $6,739,000 | +56.3% | 102,717 | +52.7% | 0.86% | +22.7% |
Q3 2019 | $4,311,000 | -3.0% | 67,249 | -6.6% | 0.70% | -20.3% |
Q2 2019 | $4,446,000 | +141.1% | 72,021 | +104.7% | 0.88% | +87.4% |
Q4 2018 | $1,844,000 | +0.8% | 35,183 | +9.7% | 0.47% | +61.6% |
Q3 2018 | $1,829,000 | +107.6% | 32,065 | +93.6% | 0.29% | +17.5% |
Q2 2018 | $881,000 | -1.9% | 16,565 | -4.2% | 0.25% | -6.1% |
Q1 2018 | $898,000 | -42.9% | 17,283 | -42.0% | 0.26% | -23.8% |
Q4 2017 | $1,572,000 | +20.6% | 29,779 | +15.0% | 0.34% | +12.8% |
Q3 2017 | $1,303,000 | – | 25,886 | – | 0.30% | – |
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% |