ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 760 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.92 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $782,000 | +24.5% | 12,660 | +7.3% | 0.05% | +64.3% |
| Q2 2018 | $628,000 | -76.1% | 11,800 | -76.7% | 0.03% | -80.3% |
| Q1 2018 | $2,631,000 | +2.0% | 50,673 | -1.1% | 0.14% | +10.9% |
| Q3 2017 | $2,579,000 | +82.6% | 51,229 | +64.8% | 0.13% | -47.1% |
| Q3 2016 | $1,412,000 | +513.9% | 31,086 | +466.1% | 0.24% | +633.3% |
| Q4 2015 | $230,000 | -71.4% | 5,491 | -72.4% | 0.03% | -54.2% |
| Q2 2015 | $803,000 | +1.0% | 19,924 | -5.5% | 0.07% | -15.3% |
| Q3 2014 | $795,000 | -27.9% | 21,093 | -28.8% | 0.08% | -41.0% |
| Q2 2014 | $1,103,000 | -8.3% | 29,632 | -12.5% | 0.14% | +20.0% |
| Q4 2013 | $1,203,000 | +6.9% | 33,877 | -1.9% | 0.12% | +11.1% |
| Q2 2013 | $1,125,000 | – | 34,537 | – | 0.11% | – |
Download | ||||||
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% |