ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 462 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.08 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,093,000 | +0.2% | 30,248 | -1.7% | 0.65% | -7.3% |
| Q4 2020 | $2,089,000 | +1.0% | 30,780 | -5.2% | 0.70% | -15.4% |
| Q3 2020 | $2,069,000 | -1.0% | 32,468 | -5.8% | 0.82% | -12.2% |
| Q2 2020 | $2,089,000 | +13.0% | 34,463 | +0.7% | 0.94% | -6.7% |
| Q1 2020 | $1,848,000 | -22.1% | 34,213 | -5.4% | 1.00% | +5.6% |
| Q4 2019 | $2,371,000 | +0.3% | 36,150 | -2.0% | 0.95% | -7.2% |
| Q3 2019 | $2,364,000 | -0.6% | 36,880 | -4.3% | 1.03% | -2.8% |
| Q2 2019 | $2,379,000 | +4.0% | 38,538 | -0.9% | 1.06% | +1.1% |
| Q1 2019 | $2,287,000 | +10.8% | 38,896 | -1.3% | 1.04% | -2.2% |
| Q4 2018 | $2,065,000 | -9.7% | 39,411 | -1.7% | 1.07% | +4.3% |
| Q3 2018 | $2,286,000 | +1.0% | 40,083 | -5.8% | 1.02% | -3.9% |
| Q2 2018 | $2,263,000 | +2.0% | 42,564 | -0.3% | 1.06% | -1.5% |
| Q1 2018 | $2,218,000 | -3.8% | 42,703 | -2.2% | 1.08% | -0.3% |
| Q4 2017 | $2,305,000 | +10.5% | 43,663 | +5.3% | 1.08% | -11.2% |
| Q3 2017 | $2,086,000 | -15.3% | 41,452 | -19.7% | 1.22% | -2.6% |
| Q1 2017 | $2,462,000 | – | 51,601 | – | 1.25% | – |
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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% |