ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 345 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 42.80 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,000 | -96.4% | 36 | -96.8% | 0.00% | -95.0% |
| Q2 2021 | $83,000 | +16.9% | 1,126 | +9.4% | 0.02% | +5.3% |
| Q1 2021 | $71,000 | -76.3% | 1,029 | -76.7% | 0.02% | -79.6% |
| Q4 2020 | $300,000 | +6.8% | 4,414 | 0.0% | 0.09% | -6.1% |
| Q3 2020 | $281,000 | +7.3% | 4,414 | +2.3% | 0.10% | -5.7% |
| Q2 2020 | $262,000 | +482.2% | 4,315 | +404.1% | 0.10% | +556.2% |
| Q4 2018 | $45,000 | -4.3% | 856 | -12.7% | 0.02% | -42.9% |
| Q1 2017 | $47,000 | – | 980 | – | 0.03% | – |
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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% |