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. | 2,011,232 | $128,920,000 | 77.48% |
| Shelter Ins Retirement Plan | 1,717,600 | $110,098,000 | 56.20% |
| Legacy Financial Advisors, Inc. | 1,897,861 | $121,653,000 | 40.44% |
| Tolleson Wealth Management, Inc. | 1,034,068 | $66,284,000 | 36.12% |
| DOW CHEMICAL CO /DE/ | 2,024,319 | $129,759,000 | 28.94% |
| Financial Advisors, LLC | 697,153 | $44,688,000 | 27.39% |
| VisionPoint Advisory Group, LLC | 1,393,849 | $89,248,000 | 24.46% |
| Personal Wealth Partners | 732,333 | $46,943,000 | 21.67% |
| ARS Wealth Advisors, LLC | 1,038,753 | $66,584,000 | 21.17% |
| Sharkey, Howes & Javer | 704,274 | $45,144,000 | 19.46% |