ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 317 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.75 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $205,030 | +0.5% | 2,442 | 0.0% | 0.02% | 0.0% |
Q1 2024 | $204,102 | -40.8% | 2,442 | -51.9% | 0.02% | -56.8% |
Q4 2020 | $345,000 | +6.5% | 5,082 | 0.0% | 0.04% | -4.3% |
Q3 2020 | $324,000 | +5.2% | 5,082 | 0.0% | 0.05% | +2.2% |
Q2 2020 | $308,000 | +12.4% | 5,082 | 0.0% | 0.04% | -8.2% |
Q1 2020 | $274,000 | -17.7% | 5,082 | 0.0% | 0.05% | +4.3% |
Q4 2019 | $333,000 | +2.1% | 5,082 | 0.0% | 0.05% | -4.1% |
Q3 2019 | $326,000 | +3.8% | 5,082 | 0.0% | 0.05% | -16.9% |
Q2 2019 | $314,000 | +5.0% | 5,082 | 0.0% | 0.06% | 0.0% |
Q1 2019 | $299,000 | +12.4% | 5,082 | 0.0% | 0.06% | -1.7% |
Q4 2018 | $266,000 | -8.3% | 5,082 | 0.0% | 0.06% | +5.3% |
Q3 2018 | $290,000 | +7.4% | 5,082 | 0.0% | 0.06% | 0.0% |
Q2 2018 | $270,000 | +2.3% | 5,082 | 0.0% | 0.06% | -1.7% |
Q1 2018 | $264,000 | -1.5% | 5,082 | 0.0% | 0.06% | +1.8% |
Q4 2017 | $268,000 | +4.7% | 5,082 | 0.0% | 0.06% | -1.7% |
Q3 2017 | $256,000 | +2.8% | 5,082 | 0.0% | 0.06% | -1.7% |
Q2 2017 | $249,000 | +2.5% | 5,082 | 0.0% | 0.06% | 0.0% |
Q1 2017 | $243,000 | +5.7% | 5,082 | 0.0% | 0.06% | 0.0% |
Q4 2016 | $230,000 | -0.4% | 5,082 | 0.0% | 0.06% | -4.8% |
Q3 2016 | $231,000 | -1.7% | 5,082 | 0.0% | 0.06% | -7.5% |
Q2 2016 | $235,000 | – | 5,082 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shelter Ins Retirement Plan | 1,686,600 | $110,675,000 | 57.77% |
Stuart Chaussee & Associates, Inc. | 1,265,387 | $83,009,000 | 46.98% |
Legacy Financial Advisors, Inc. | 1,912,878 | $125,485,000 | 39.69% |
Tolleson Wealth Management, Inc. | 992,252 | $65,092,000 | 31.51% |
Monterey Private Wealth, Inc. | 597,325 | $39,185,000 | 31.44% |
DOW CHEMICAL CO /DE/ | 2,024,319 | $132,795,000 | 29.19% |
Financial Advisors, LLC | 724,549 | $47,530,000 | 26.94% |
TTP Investments, Inc. | 349,738 | $22,943,000 | 26.56% |
Cassaday & Co Inc. | 2,499,589 | $163,973,000 | 24.85% |
Personal Wealth Partners | 808,263 | $53,022,000 | 22.84% |