ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,440,588 | +42.1% | 75,167 | +46.0% | 0.08% | +54.0% |
Q2 2023 | $3,827,697 | +2.2% | 51,496 | 0.0% | 0.05% | -9.1% |
Q1 2023 | $3,745,819 | +0.9% | 51,496 | 0.0% | 0.06% | 0.0% |
Q4 2022 | $3,712,861 | +9.1% | 51,496 | 0.0% | 0.06% | +22.2% |
Q3 2022 | $3,404,000 | -10.3% | 51,496 | -4.7% | 0.04% | -11.8% |
Q2 2022 | $3,794,000 | -19.8% | 54,042 | -11.4% | 0.05% | 0.0% |
Q1 2022 | $4,731,000 | -4.1% | 60,980 | 0.0% | 0.05% | +88.9% |
Q4 2021 | $4,934,000 | +13.8% | 60,980 | +3.4% | 0.03% | +17.4% |
Q3 2021 | $4,336,000 | -0.1% | 58,983 | 0.0% | 0.02% | -4.2% |
Q2 2021 | $4,342,000 | +8.8% | 58,983 | +2.3% | 0.02% | -14.3% |
Q1 2021 | $3,990,000 | -6.0% | 57,670 | -7.7% | 0.03% | -6.7% |
Q4 2020 | $4,243,000 | +7.4% | 62,510 | +0.9% | 0.03% | -42.3% |
Q3 2020 | $3,950,000 | +9.2% | 61,976 | +3.8% | 0.05% | +10.6% |
Q2 2020 | $3,618,000 | +2.0% | 59,685 | -9.1% | 0.05% | +14.6% |
Q1 2020 | $3,547,000 | -29.0% | 65,670 | -13.8% | 0.04% | -10.9% |
Q4 2019 | $4,999,000 | -86.9% | 76,204 | -87.2% | 0.05% | -87.6% |
Q3 2019 | $38,019,000 | +2161.7% | 593,130 | +2077.6% | 0.37% | +2076.5% |
Q2 2019 | $1,681,000 | +4.9% | 27,238 | 0.0% | 0.02% | -5.6% |
Q1 2019 | $1,602,000 | +17.1% | 27,238 | +4.3% | 0.02% | +5.9% |
Q4 2018 | $1,368,000 | -17.0% | 26,114 | -9.6% | 0.02% | -10.5% |
Q3 2018 | $1,648,000 | +7.3% | 28,894 | -0.0% | 0.02% | +5.6% |
Q2 2018 | $1,536,000 | -72.6% | 28,898 | -73.3% | 0.02% | -72.7% |
Q1 2018 | $5,612,000 | -29.1% | 108,059 | -27.9% | 0.07% | -41.6% |
Q4 2017 | $7,915,000 | +14.5% | 149,962 | +8.6% | 0.11% | -0.9% |
Q3 2017 | $6,913,000 | -6.3% | 138,034 | -8.5% | 0.11% | -21.4% |
Q2 2017 | $7,377,000 | -78.7% | 150,845 | -79.3% | 0.14% | -83.8% |
Q1 2017 | $34,706,000 | +14.1% | 727,004 | +7.7% | 0.90% | +11.6% |
Q4 2016 | $30,430,000 | – | 675,149 | – | 0.80% | – |
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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% |