ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 366 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.71 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,643,709 | -12.5% | 50,670 | -9.6% | 0.18% | -9.4% |
| Q2 2023 | $4,166,000 | +0.1% | 56,047 | -1.4% | 0.20% | -8.1% |
| Q1 2023 | $4,159,982 | +58.4% | 56,869 | +56.1% | 0.22% | +22.8% |
| Q4 2022 | $2,626,947 | +6.1% | 36,435 | +4.8% | 0.18% | -3.7% |
| Q3 2022 | $2,475,000 | +1.4% | 34,768 | -0.0% | 0.19% | -4.6% |
| Q2 2022 | $2,441,000 | +0.2% | 34,772 | +2.4% | 0.20% | +2.6% |
| Q1 2022 | $2,436,000 | +52.1% | 33,959 | +55.8% | 0.19% | +20.9% |
| Q3 2021 | $1,602,000 | -2.0% | 21,795 | -1.8% | 0.16% | -5.4% |
| Q2 2021 | $1,634,000 | +5.1% | 22,202 | -1.2% | 0.17% | -8.2% |
| Q1 2021 | $1,555,000 | -47.4% | 22,473 | -48.4% | 0.18% | -50.9% |
| Q4 2020 | $2,959,000 | -25.9% | 43,592 | -30.5% | 0.37% | -36.6% |
| Q3 2020 | $3,994,000 | -23.1% | 62,678 | -26.8% | 0.58% | -29.4% |
| Q2 2020 | $5,194,000 | -27.1% | 85,667 | -35.1% | 0.83% | -38.5% |
| Q1 2020 | $7,127,000 | -9.2% | 131,966 | +10.3% | 1.35% | +12.1% |
| Q4 2019 | $7,848,000 | +18.9% | 119,633 | +16.2% | 1.20% | +10.8% |
| Q3 2019 | $6,600,000 | +265.4% | 102,968 | +251.9% | 1.08% | +213.6% |
| Q2 2019 | $1,806,000 | +394.8% | 29,262 | +371.4% | 0.35% | +293.2% |
| Q1 2019 | $365,000 | -8.5% | 6,208 | -18.6% | 0.09% | -13.7% |
| Q4 2018 | $399,000 | +6.4% | 7,622 | +16.1% | 0.10% | +20.0% |
| Q3 2018 | $375,000 | +91.3% | 6,567 | +78.5% | 0.08% | +70.0% |
| Q2 2018 | $196,000 | +24.8% | 3,678 | +22.0% | 0.05% | +16.3% |
| Q1 2018 | $157,000 | +9.0% | 3,015 | +10.7% | 0.04% | +7.5% |
| Q4 2017 | $144,000 | +2.1% | 2,724 | -2.9% | 0.04% | -31.0% |
| Q3 2017 | $141,000 | -37.9% | 2,806 | -39.5% | 0.06% | -45.8% |
| Q2 2017 | $227,000 | +7.1% | 4,635 | +4.5% | 0.11% | -10.1% |
| Q1 2017 | $212,000 | +12.2% | 4,437 | +6.4% | 0.12% | -6.3% |
| Q4 2016 | $189,000 | – | 4,171 | – | 0.13% | – |
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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% |