ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $120,368 | +20.2% | 1,663 | +23.5% | 0.03% | +28.0% |
Q2 2023 | $100,123 | +2.2% | 1,347 | 0.0% | 0.02% | -3.8% |
Q1 2023 | $97,981 | +0.9% | 1,347 | 0.0% | 0.03% | 0.0% |
Q4 2022 | $97,119 | +9.1% | 1,347 | 0.0% | 0.03% | -3.7% |
Q3 2022 | $89,000 | -6.3% | 1,347 | 0.0% | 0.03% | -3.6% |
Q2 2022 | $95,000 | -8.7% | 1,347 | 0.0% | 0.03% | +12.0% |
Q1 2022 | $104,000 | +79.3% | 1,347 | +87.1% | 0.02% | +56.2% |
Q4 2021 | $58,000 | +9.4% | 720 | 0.0% | 0.02% | -5.9% |
Q3 2021 | $53,000 | 0.0% | 720 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $53,000 | -59.8% | 720 | -62.2% | 0.02% | -64.6% |
Q1 2021 | $132,000 | +3.9% | 1,907 | +1.7% | 0.05% | -7.7% |
Q4 2020 | $127,000 | +115.3% | 1,876 | +103.9% | 0.05% | +67.7% |
Q3 2020 | $59,000 | +5.4% | 920 | 0.0% | 0.03% | -3.1% |
Q2 2020 | $56,000 | -61.1% | 920 | -65.6% | 0.03% | -63.2% |
Q1 2020 | $144,000 | +2.1% | 2,671 | +24.3% | 0.09% | +14.5% |
Q4 2019 | $141,000 | -10.8% | 2,149 | -12.6% | 0.08% | -18.3% |
Q3 2019 | $158,000 | +3.9% | 2,459 | 0.0% | 0.09% | +3.3% |
Q2 2019 | $152,000 | -29.3% | 2,459 | -32.8% | 0.09% | -33.3% |
Q1 2019 | $215,000 | +12.0% | 3,657 | 0.0% | 0.14% | +2.3% |
Q4 2018 | $192,000 | -21.0% | 3,657 | -14.1% | 0.13% | -17.0% |
Q3 2018 | $243,000 | +107.7% | 4,257 | +93.8% | 0.16% | +93.9% |
Q2 2018 | $117,000 | -2.5% | 2,197 | -5.2% | 0.08% | -8.9% |
Q1 2018 | $120,000 | -35.5% | 2,317 | -34.1% | 0.09% | -37.5% |
Q4 2017 | $186,000 | – | 3,517 | – | 0.14% | – |
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% |