ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 611 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $211,000 | -12.1% | 3,317 | -16.3% | 0.04% | -25.5% |
| Q2 2020 | $240,000 | +12.1% | 3,965 | 0.0% | 0.05% | -3.8% |
| Q1 2020 | $214,000 | -34.4% | 3,965 | -20.3% | 0.05% | +3.9% |
| Q4 2019 | $326,000 | -23.3% | 4,972 | -25.5% | 0.05% | -28.2% |
| Q3 2019 | $425,000 | +3.2% | 6,670 | 0.0% | 0.07% | -6.6% |
| Q2 2019 | $412,000 | +5.1% | 6,670 | 0.0% | 0.08% | +4.1% |
| Q1 2019 | $392,000 | +12.0% | 6,670 | 0.0% | 0.07% | -3.9% |
| Q4 2018 | $350,000 | -7.9% | 6,670 | 0.0% | 0.08% | +1.3% |
| Q3 2018 | $380,000 | +7.0% | 6,670 | 0.0% | 0.08% | +1.4% |
| Q2 2018 | $355,000 | +2.6% | 6,670 | 0.0% | 0.07% | +1.4% |
| Q1 2018 | $346,000 | -1.7% | 6,670 | 0.0% | 0.07% | +14.1% |
| Q4 2017 | $352,000 | +4.8% | 6,670 | 0.0% | 0.06% | -3.0% |
| Q3 2017 | $336,000 | – | 6,670 | – | 0.07% | – |
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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% |