ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $299,726 | -7.5% | 4,141 | -5.0% | 0.00% | – |
Q2 2023 | $323,930 | -16.3% | 4,358 | -18.1% | 0.00% | – |
Q1 2023 | $386,904 | -50.5% | 5,319 | -50.9% | 0.00% | – |
Q4 2022 | $780,988 | +124.4% | 10,832 | +105.5% | 0.00% | – |
Q3 2022 | $348,000 | -18.7% | 5,271 | -13.5% | 0.00% | – |
Q2 2022 | $428,000 | -12.7% | 6,092 | -3.6% | 0.00% | – |
Q1 2022 | $490,000 | -6.3% | 6,321 | -2.1% | 0.00% | – |
Q4 2021 | $523,000 | +7.0% | 6,459 | -2.9% | 0.00% | – |
Q3 2021 | $489,000 | -5.6% | 6,655 | -5.4% | 0.00% | – |
Q2 2021 | $518,000 | -1.1% | 7,032 | -7.1% | 0.00% | – |
Q1 2021 | $524,000 | +1.9% | 7,569 | 0.0% | 0.00% | – |
Q4 2020 | $514,000 | +3.6% | 7,569 | -2.8% | 0.00% | – |
Q3 2020 | $496,000 | +1.8% | 7,788 | -3.0% | 0.00% | – |
Q2 2020 | $487,000 | +15.4% | 8,027 | +2.8% | 0.00% | – |
Q1 2020 | $422,000 | -22.0% | 7,805 | -5.3% | 0.00% | – |
Q4 2019 | $541,000 | +0.4% | 8,241 | -2.0% | 0.00% | – |
Q3 2019 | $539,000 | -0.9% | 8,407 | -4.6% | 0.00% | – |
Q2 2019 | $544,000 | +1.3% | 8,814 | -3.4% | 0.00% | – |
Q1 2019 | $537,000 | +8.9% | 9,126 | -3.1% | 0.00% | – |
Q4 2018 | $493,000 | -13.1% | 9,416 | -5.3% | 0.00% | – |
Q3 2018 | $567,000 | +3.7% | 9,942 | -3.4% | 0.00% | – |
Q2 2018 | $547,000 | -15.6% | 10,288 | -17.6% | 0.00% | – |
Q1 2018 | $648,000 | -3.9% | 12,482 | -2.3% | 0.00% | – |
Q4 2017 | $674,000 | -93.0% | 12,775 | -93.3% | 0.00% | -100.0% |
Q3 2017 | $9,641,000 | -94.6% | 191,506 | -94.8% | 0.00% | -93.8% |
Q2 2017 | $180,092,000 | +8.5% | 3,680,612 | +5.8% | 0.02% | +6.7% |
Q1 2017 | $165,943,000 | +6.7% | 3,477,437 | +1.1% | 0.02% | 0.0% |
Q4 2016 | $155,537,000 | -16.3% | 3,439,575 | -15.9% | 0.02% | -21.1% |
Q3 2016 | $185,896,000 | +11.7% | 4,091,924 | +13.6% | 0.02% | +5.6% |
Q2 2016 | $166,446,000 | +1.9% | 3,601,940 | -3.2% | 0.02% | 0.0% |
Q1 2016 | $163,417,000 | +6.1% | 3,719,932 | +1.0% | 0.02% | +5.9% |
Q4 2015 | $154,093,000 | +6.1% | 3,684,688 | +0.4% | 0.02% | 0.0% |
Q3 2015 | $145,284,000 | +0.5% | 3,669,695 | +2.4% | 0.02% | +13.3% |
Q2 2015 | $144,563,000 | -15.8% | 3,585,394 | -13.9% | 0.02% | -16.7% |
Q1 2015 | $171,752,000 | +2.5% | 4,162,681 | +0.5% | 0.02% | +5.9% |
Q4 2014 | $167,612,000 | – | 4,140,606 | – | 0.02% | – |
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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% |