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. | 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% |