ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 462 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.08 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,019,740 | -65.1% | 69,353 | -64.2% | 0.66% | -63.8% |
| Q2 2023 | $14,394,291 | -31.6% | 193,654 | -33.0% | 1.83% | -35.9% |
| Q1 2023 | $21,033,411 | +0.4% | 289,159 | -0.5% | 2.86% | -1.7% |
| Q4 2022 | $20,943,611 | +16.0% | 290,480 | +6.3% | 2.91% | +6.1% |
| Q3 2022 | $18,061,000 | -4.8% | 273,243 | +1.2% | 2.74% | -6.3% |
| Q2 2022 | $18,962,000 | -3.7% | 270,069 | +6.4% | 2.92% | +8.8% |
| Q1 2022 | $19,697,000 | +1.1% | 253,925 | +5.5% | 2.69% | -0.6% |
| Q4 2021 | $19,476,000 | +9.0% | 240,746 | -1.0% | 2.70% | -0.8% |
| Q3 2021 | $17,871,000 | +1.4% | 243,137 | +1.5% | 2.73% | +2.7% |
| Q2 2021 | $17,630,000 | +11.0% | 239,506 | +4.3% | 2.66% | +3.3% |
| Q1 2021 | $15,888,000 | +0.2% | 229,634 | -1.7% | 2.57% | -13.1% |
| Q4 2020 | $15,860,000 | -0.6% | 233,645 | -6.7% | 2.96% | -10.7% |
| Q3 2020 | $15,952,000 | -19.9% | 250,299 | -23.8% | 3.31% | -24.7% |
| Q2 2020 | $19,921,000 | +15.4% | 328,565 | +2.8% | 4.40% | -3.3% |
| Q1 2020 | $17,257,000 | -6.8% | 319,511 | +13.2% | 4.55% | +18.4% |
| Q4 2019 | $18,508,000 | +16.4% | 282,137 | +13.8% | 3.84% | +9.3% |
| Q3 2019 | $15,898,000 | +39.3% | 248,013 | +34.2% | 3.52% | +37.1% |
| Q2 2019 | $11,409,000 | +19.4% | 184,821 | +13.7% | 2.57% | +12.9% |
| Q1 2019 | $9,556,000 | +20.2% | 162,509 | +7.1% | 2.27% | +5.3% |
| Q4 2018 | $7,949,000 | -3.7% | 151,695 | +4.8% | 2.16% | +14.7% |
| Q3 2018 | $8,258,000 | +16.3% | 144,784 | +8.4% | 1.88% | +5.7% |
| Q2 2018 | $7,101,000 | +0.0% | 133,583 | -2.3% | 1.78% | -6.3% |
| Q1 2018 | $7,098,000 | +0.3% | 136,682 | +1.9% | 1.90% | -0.4% |
| Q4 2017 | $7,080,000 | +13.9% | 134,144 | +8.6% | 1.91% | +8.0% |
| Q3 2017 | $6,217,000 | +22.1% | 123,501 | +18.7% | 1.77% | +3.6% |
| Q2 2017 | $5,091,000 | +3.8% | 104,055 | +1.2% | 1.71% | -3.0% |
| Q1 2017 | $4,905,000 | +12.7% | 102,795 | +6.8% | 1.76% | +6.0% |
| Q4 2016 | $4,354,000 | +0.8% | 96,277 | +1.3% | 1.66% | -4.3% |
| Q3 2016 | $4,318,000 | -15.2% | 95,043 | -13.7% | 1.74% | -17.7% |
| Q2 2016 | $5,090,000 | +38.4% | 110,154 | +31.6% | 2.11% | +32.7% |
| Q1 2016 | $3,678,000 | – | 83,734 | – | 1.59% | – |
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% |