ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 489 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $12,730 | +0.9% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,618 | +57.7% | 175 | +25.0% | 0.00% | – |
| Q3 2019 | $8,000 | -79.5% | 140 | -78.1% | 0.00% | -100.0% |
| Q2 2019 | $39,000 | +5.4% | 640 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $37,000 | +12.1% | 640 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $33,000 | +43.5% | 640 | +56.1% | 0.00% | +100.0% |
| Q3 2018 | $23,000 | +9.5% | 410 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $21,000 | 0.0% | 410 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $21,000 | +425.0% | 410 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | -80.0% | 410 | 0.0% | 0.00% | -100.0% |
| Q3 2017 | $20,000 | 0.0% | 410 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $20,000 | +5.3% | 410 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $19,000 | +5.6% | 410 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $18,000 | -5.3% | 410 | -5.7% | 0.00% | 0.0% |
| Q3 2016 | $19,000 | -84.3% | 435 | -83.4% | 0.00% | -87.5% |
| Q2 2016 | $121,000 | +1110.0% | 2,628 | +1018.3% | 0.01% | +700.0% |
| Q1 2016 | $10,000 | -9.1% | 235 | -17.5% | 0.00% | 0.0% |
| Q4 2015 | $11,000 | -15.4% | 285 | -14.9% | 0.00% | 0.0% |
| Q3 2015 | $13,000 | 0.0% | 335 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $13,000 | -23.5% | 335 | -19.3% | 0.00% | 0.0% |
| Q1 2015 | $17,000 | +6.2% | 415 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $16,000 | – | 415 | – | 0.00% | – |
Download | ||||||
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% |