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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $7,000 | -97.8% | 104 | -97.4% | 0.01% | -93.0% |
Q1 2022 | $315,000 | -13.2% | 4,062 | -9.4% | 0.07% | -7.8% |
Q4 2021 | $363,000 | +1352.0% | 4,485 | +1226.9% | 0.08% | +1183.3% |
Q3 2021 | $25,000 | 0.0% | 338 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $25,000 | -80.5% | 338 | -81.7% | 0.01% | -81.2% |
Q1 2021 | $128,000 | -76.7% | 1,851 | -77.1% | 0.03% | -68.3% |
Q4 2020 | $549,000 | +31.0% | 8,081 | +22.9% | 0.10% | +14.8% |
Q3 2020 | $419,000 | +10.8% | 6,573 | +5.3% | 0.09% | +7.3% |
Q2 2020 | $378,000 | +14.9% | 6,241 | +2.5% | 0.08% | -3.5% |
Q1 2020 | $329,000 | +6.8% | 6,086 | +29.4% | 0.08% | +28.8% |
Q4 2019 | $308,000 | -64.3% | 4,705 | -65.0% | 0.07% | -56.9% |
Q3 2019 | $863,000 | +601.6% | 13,458 | +485.1% | 0.15% | +446.4% |
Q2 2019 | $123,000 | -51.0% | 2,300 | -46.2% | 0.03% | -41.7% |
Q1 2019 | $251,000 | +28.1% | 4,275 | +14.5% | 0.05% | +14.3% |
Q4 2018 | $196,000 | -18.7% | 3,734 | -11.4% | 0.04% | -12.5% |
Q3 2018 | $241,000 | -5.1% | 4,216 | -11.4% | 0.05% | -12.7% |
Q2 2018 | $254,000 | -0.4% | 4,759 | -2.8% | 0.06% | -3.5% |
Q1 2018 | $255,000 | +51.8% | 4,896 | +2385.3% | 0.06% | +42.5% |
Q4 2017 | $168,000 | – | 197 | – | 0.04% | – |
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% |