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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $8,056,000 | +5.8% | 130,508 | +0.7% | 5.50% | -0.6% |
| Q1 2019 | $7,617,000 | -20.3% | 129,546 | -29.0% | 5.54% | -27.0% |
| Q4 2018 | $9,556,000 | -6.5% | 182,361 | +1.7% | 7.58% | +4.0% |
| Q3 2018 | $10,223,000 | +9.7% | 179,228 | +2.3% | 7.29% | +0.5% |
| Q2 2018 | $9,317,000 | +1.6% | 175,267 | -0.8% | 7.25% | -8.5% |
| Q1 2018 | $9,174,000 | +1.4% | 176,664 | +3.1% | 7.93% | -4.6% |
| Q4 2017 | $9,045,000 | +5.2% | 171,369 | +0.4% | 8.30% | +4.5% |
| Q3 2017 | $8,595,000 | +3.5% | 170,730 | +0.6% | 7.95% | +0.7% |
| Q2 2017 | $8,304,000 | +3.7% | 169,710 | +1.1% | 7.89% | +7.2% |
| Q1 2017 | $8,010,000 | +20.6% | 167,845 | +14.3% | 7.36% | +27.6% |
| Q4 2016 | $6,643,000 | -43.5% | 146,905 | -43.2% | 5.77% | -44.1% |
| Q3 2016 | $11,749,000 | +2.2% | 258,615 | +4.0% | 10.31% | +1.4% |
| Q2 2016 | $11,491,000 | +9.2% | 248,660 | +3.8% | 10.17% | -2.5% |
| Q1 2016 | $10,526,000 | -9.3% | 239,605 | -13.7% | 10.42% | -2.0% |
| Q4 2015 | $11,605,000 | – | 277,490 | – | 10.63% | – |
Download | ||||||
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% |