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 2021 | $1,126,000 | -55.1% | 15,325 | -55.1% | 0.00% | -50.0% |
| Q2 2021 | $2,510,000 | +0.0% | 34,095 | -6.0% | 0.00% | 0.0% |
| Q1 2021 | $2,509,000 | +3.7% | 36,264 | +1.7% | 0.00% | 0.0% |
| Q4 2020 | $2,420,000 | +17.5% | 35,649 | +10.3% | 0.00% | 0.0% |
| Q3 2020 | $2,060,000 | +39.5% | 32,320 | +32.7% | 0.00% | +100.0% |
| Q2 2020 | $1,477,000 | +18.9% | 24,359 | +5.9% | 0.00% | 0.0% |
| Q1 2020 | $1,242,000 | -17.4% | 22,995 | +0.3% | 0.00% | 0.0% |
| Q4 2019 | $1,504,000 | -3.2% | 22,930 | -5.4% | 0.00% | 0.0% |
| Q3 2019 | $1,554,000 | +13.9% | 24,247 | +9.8% | 0.00% | 0.0% |
| Q2 2019 | $1,364,000 | +43.9% | 22,090 | +37.0% | 0.00% | 0.0% |
| Q1 2019 | $948,000 | +24.6% | 16,121 | +11.0% | 0.00% | 0.0% |
| Q4 2018 | $761,000 | – | 14,524 | – | 0.00% | – |
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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% |