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 | $11,838,000 | +5.1% | 185,753 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $11,262,000 | +12.2% | 185,753 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $10,033,000 | -58.2% | 185,753 | -49.2% | 0.01% | -44.4% |
| Q4 2019 | $23,993,000 | +2.3% | 365,753 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $23,445,000 | +1.4% | 365,753 | -2.3% | 0.01% | 0.0% |
| Q2 2019 | $23,110,000 | +4.0% | 374,378 | -0.9% | 0.01% | -92.4% |
| Q1 2019 | $22,215,000 | +15.6% | 377,808 | +3.1% | 0.12% | -1.7% |
| Q4 2018 | $19,211,000 | -8.1% | 366,618 | 0.0% | 0.12% | +9.0% |
| Q3 2018 | $20,912,000 | – | 366,618 | – | 0.11% | – |
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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% |