ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 467 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.02 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $766,000 | +32.3% | 11,671 | +29.2% | 0.00% | +33.3% |
| Q3 2019 | $579,000 | -37.9% | 9,031 | -40.3% | 0.00% | -50.0% |
| Q2 2019 | $933,000 | +54.5% | 15,115 | +47.1% | 0.01% | +50.0% |
| Q1 2019 | $604,000 | -11.2% | 10,278 | -20.9% | 0.00% | -20.0% |
| Q4 2018 | $680,000 | +19.5% | 12,993 | +30.3% | 0.01% | +25.0% |
| Q3 2018 | $569,000 | -65.2% | 9,973 | -67.6% | 0.00% | -60.0% |
| Q2 2018 | $1,636,000 | +87.6% | 30,795 | +83.6% | 0.01% | +66.7% |
| Q1 2018 | $872,000 | +58.5% | 16,775 | +61.1% | 0.01% | +100.0% |
| Q4 2017 | $550,000 | +5.0% | 10,415 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $524,000 | +44.0% | 10,415 | +39.9% | 0.00% | 0.0% |
| Q2 2017 | $364,000 | -50.7% | 7,445 | -51.9% | 0.00% | -40.0% |
| Q1 2017 | $739,000 | +70.7% | 15,485 | +61.6% | 0.01% | +66.7% |
| Q4 2016 | $433,000 | -55.3% | 9,580 | -55.1% | 0.00% | -57.1% |
| Q3 2016 | $969,000 | +17.7% | 21,329 | +19.7% | 0.01% | +16.7% |
| Q2 2016 | $823,000 | +12.9% | 17,814 | +7.3% | 0.01% | +20.0% |
| Q1 2016 | $729,000 | +25.7% | 16,601 | +19.7% | 0.01% | 0.0% |
| Q4 2015 | $580,000 | +56.3% | 13,870 | +47.9% | 0.01% | +66.7% |
| Q3 2015 | $371,000 | -1.3% | 9,377 | +0.7% | 0.00% | 0.0% |
| Q2 2015 | $376,000 | -40.0% | 9,315 | -39.9% | 0.00% | -25.0% |
| Q4 2014 | $627,000 | -7.7% | 15,500 | -14.0% | 0.00% | 0.0% |
| Q3 2014 | $679,000 | +12.0% | 18,020 | +10.7% | 0.00% | +33.3% |
| Q2 2014 | $606,000 | -65.1% | 16,280 | -66.7% | 0.00% | -72.7% |
| Q4 2013 | $1,738,000 | +56.7% | 48,950 | +46.6% | 0.01% | +57.1% |
| Q3 2013 | $1,109,000 | +5.9% | 33,380 | +3.8% | 0.01% | 0.0% |
| Q2 2013 | $1,047,000 | – | 32,150 | – | 0.01% | – |
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% |