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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $46,000 | -78.8% | 598 | -79.6% | 0.00% | – |
| Q3 2021 | $217,000 | +0.5% | 2,935 | 0.0% | 0.00% | – |
| Q2 2021 | $216,000 | +266.1% | 2,935 | +214.2% | 0.00% | – |
| Q3 2020 | $59,000 | -77.1% | 934 | -76.3% | 0.00% | -100.0% |
| Q4 2019 | $258,000 | +138.9% | 3,945 | +133.8% | 0.00% | – |
| Q3 2019 | $108,000 | -36.8% | 1,687 | -42.0% | 0.00% | – |
| Q1 2019 | $171,000 | +755.0% | 2,911 | +646.4% | 0.00% | – |
| Q4 2018 | $20,000 | +122.2% | 390 | +107.4% | 0.00% | – |
| Q2 2018 | $9,000 | -99.0% | 188 | -98.9% | 0.00% | -100.0% |
| Q4 2017 | $929,000 | +22.6% | 17,617 | +7.3% | 0.04% | -21.6% |
| Q2 2016 | $758,000 | +79.2% | 16,417 | +70.5% | 0.05% | +50.0% |
| Q1 2016 | $423,000 | +540.9% | 9,631 | +508.4% | 0.03% | +580.0% |
| Q4 2015 | $66,000 | – | 1,583 | – | 0.01% | – |
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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% |