ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 186 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,118,064 | -57.2% | 84,527 | -56.1% | 0.00% | -66.7% |
Q2 2023 | $14,304,586 | +84.7% | 192,447 | +80.8% | 0.00% | +50.0% |
Q1 2023 | $7,744,555 | +74.3% | 106,469 | +72.8% | 0.00% | +100.0% |
Q4 2022 | $4,443,595 | +792.3% | 61,631 | +718.6% | 0.00% | – |
Q3 2022 | $498,000 | -98.4% | 7,529 | -98.3% | 0.00% | -100.0% |
Q2 2022 | $30,482,000 | +94.6% | 434,157 | +115.1% | 0.01% | +133.3% |
Q1 2022 | $15,660,000 | +279.7% | 201,883 | +296.0% | 0.00% | +200.0% |
Q4 2021 | $4,124,000 | -48.3% | 50,980 | -53.0% | 0.00% | -50.0% |
Q2 2021 | $7,979,000 | +414.1% | 108,389 | +374.2% | 0.00% | – |
Q4 2020 | $1,552,000 | -69.9% | 22,859 | -71.8% | 0.00% | -100.0% |
Q3 2020 | $5,161,000 | +8.7% | 80,990 | +3.4% | 0.00% | 0.0% |
Q2 2020 | $4,748,000 | -47.4% | 78,306 | -43.0% | 0.00% | -50.0% |
Q4 2019 | $9,019,000 | +220.2% | 137,489 | +212.9% | 0.00% | +100.0% |
Q3 2019 | $2,817,000 | -76.6% | 43,941 | -77.5% | 0.00% | -66.7% |
Q2 2019 | $12,042,000 | +1270.0% | 195,075 | +1205.4% | 0.00% | – |
Q1 2019 | $879,000 | -35.0% | 14,944 | -42.1% | 0.00% | – |
Q4 2018 | $1,352,000 | +45.1% | 25,807 | +58.0% | 0.00% | – |
Q3 2018 | $932,000 | -13.8% | 16,336 | -19.7% | 0.00% | – |
Q2 2018 | $1,081,000 | -42.8% | 20,337 | -44.1% | 0.00% | – |
Q1 2018 | $1,890,000 | -71.4% | 36,397 | -70.9% | 0.00% | -100.0% |
Q4 2017 | $6,612,000 | +1020.7% | 125,267 | +969.2% | 0.00% | – |
Q3 2017 | $590,000 | -94.6% | 11,716 | -94.8% | 0.00% | -100.0% |
Q2 2017 | $10,968,000 | +96.1% | 224,165 | +91.2% | 0.00% | +50.0% |
Q1 2017 | $5,594,000 | +110.7% | 117,229 | +99.7% | 0.00% | +100.0% |
Q4 2016 | $2,655,000 | -82.1% | 58,717 | -82.1% | 0.00% | -80.0% |
Q3 2016 | $14,863,000 | +1293.0% | 327,162 | +1316.5% | 0.01% | – |
Q2 2016 | $1,067,000 | -55.1% | 23,096 | -57.3% | 0.00% | -100.0% |
Q1 2016 | $2,376,000 | +567.4% | 54,083 | +534.5% | 0.00% | – |
Q4 2015 | $356,000 | -46.2% | 8,524 | -49.0% | 0.00% | – |
Q3 2015 | $662,000 | -93.4% | 16,717 | -93.1% | 0.00% | -100.0% |
Q1 2015 | $10,050,000 | +81.3% | 243,572 | +77.9% | 0.00% | +50.0% |
Q4 2014 | $5,544,000 | – | 136,952 | – | 0.00% | – |
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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% |