ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 489 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,329,767 | -8.9% | 73,636 | -6.4% | 1.48% | -3.9% |
| Q2 2023 | $5,850,204 | +16.7% | 78,653 | +14.2% | 1.54% | +4.8% |
| Q1 2023 | $5,011,115 | +23.0% | 68,891 | +21.9% | 1.47% | +12.1% |
| Q4 2022 | $4,073,121 | +18.7% | 56,493 | +9.2% | 1.31% | +12.2% |
| Q3 2022 | $3,431,000 | +30.9% | 51,714 | +38.5% | 1.17% | +39.6% |
| Q2 2022 | $2,621,000 | -7.8% | 37,334 | +1.8% | 0.84% | +7.9% |
| Q1 2022 | $2,843,000 | -1.0% | 36,656 | +3.3% | 0.78% | -1.4% |
| Q4 2021 | $2,871,000 | +30.1% | 35,488 | +18.2% | 0.79% | +18.9% |
| Q3 2021 | $2,207,000 | -36.9% | 30,026 | -36.8% | 0.66% | -30.9% |
| Q2 2021 | $3,499,000 | -23.1% | 47,536 | -27.7% | 0.96% | +0.5% |
| Q1 2021 | $4,550,000 | -13.1% | 65,756 | -14.7% | 0.95% | -18.6% |
| Q4 2020 | $5,234,000 | +9.5% | 77,104 | +2.8% | 1.17% | -4.5% |
| Q3 2020 | $4,778,000 | +8.0% | 74,978 | +2.7% | 1.22% | +16.2% |
| Q2 2020 | $4,426,000 | -3.4% | 72,997 | -13.9% | 1.05% | -21.9% |
| Q1 2020 | $4,581,000 | -10.4% | 84,814 | +8.8% | 1.35% | +4.5% |
| Q4 2019 | $5,113,000 | +17.1% | 77,940 | +14.4% | 1.29% | +7.7% |
| Q3 2019 | $4,367,000 | +90.1% | 68,127 | +83.1% | 1.20% | +80.7% |
| Q2 2019 | $2,297,000 | +69.8% | 37,215 | +61.7% | 0.66% | +54.9% |
| Q1 2019 | $1,353,000 | +161.2% | 23,018 | +133.0% | 0.43% | +108.8% |
| Q4 2018 | $518,000 | -7.3% | 9,878 | +0.8% | 0.20% | +2.5% |
| Q3 2018 | $559,000 | +6.9% | 9,803 | -0.3% | 0.20% | +0.5% |
| Q2 2018 | $523,000 | – | 9,833 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 2,011,232 | $128,920,000 | 77.48% |
| Shelter Ins Retirement Plan | 1,717,600 | $110,098,000 | 56.20% |
| Legacy Financial Advisors, Inc. | 1,897,861 | $121,653,000 | 40.44% |
| Tolleson Wealth Management, Inc. | 1,034,068 | $66,284,000 | 36.12% |
| DOW CHEMICAL CO /DE/ | 2,024,319 | $129,759,000 | 28.94% |
| Financial Advisors, LLC | 697,153 | $44,688,000 | 27.39% |
| VisionPoint Advisory Group, LLC | 1,393,849 | $89,248,000 | 24.46% |
| Personal Wealth Partners | 732,333 | $46,943,000 | 21.67% |
| ARS Wealth Advisors, LLC | 1,038,753 | $66,584,000 | 21.17% |
| Sharkey, Howes & Javer | 704,274 | $45,144,000 | 19.46% |