ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 452 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.90 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $739,000 | +5.1% | 10,038 | -1.2% | 0.38% | +28.8% |
| Q1 2021 | $703,000 | +1.9% | 10,165 | 0.0% | 0.30% | -7.7% |
| Q4 2020 | $690,000 | +5.3% | 10,165 | -1.1% | 0.32% | -3.6% |
| Q3 2020 | $655,000 | +5.5% | 10,274 | +0.2% | 0.34% | +1.8% |
| Q2 2020 | $621,000 | +12.7% | 10,251 | +0.5% | 0.33% | -5.4% |
| Q1 2020 | $551,000 | -12.8% | 10,199 | +5.8% | 0.35% | +22.9% |
| Q4 2019 | $632,000 | +8.6% | 9,639 | +6.2% | 0.28% | +6.4% |
| Q3 2019 | $582,000 | +3.9% | 9,078 | 0.0% | 0.27% | +3.9% |
| Q2 2019 | $560,000 | +5.3% | 9,078 | +0.3% | 0.26% | +11.7% |
| Q1 2019 | $532,000 | +7.9% | 9,055 | -3.8% | 0.23% | -0.9% |
| Q4 2018 | $493,000 | -3.1% | 9,410 | +5.6% | 0.23% | +22.1% |
| Q3 2018 | $509,000 | +12.1% | 8,915 | +4.4% | 0.19% | +0.5% |
| Q2 2018 | $454,000 | +2.5% | 8,540 | 0.0% | 0.19% | +48.8% |
| Q1 2018 | $443,000 | -6.1% | 8,540 | -4.5% | 0.13% | -8.0% |
| Q4 2017 | $472,000 | +4.9% | 8,947 | 0.0% | 0.14% | -8.6% |
| Q3 2017 | $450,000 | +12.2% | 8,947 | +9.1% | 0.15% | +5.6% |
| Q2 2017 | $401,000 | +13.6% | 8,200 | +10.7% | 0.14% | -26.3% |
| Q1 2017 | $353,000 | +5.4% | 7,406 | 0.0% | 0.19% | 0.0% |
| Q4 2016 | $335,000 | – | 7,406 | – | 0.19% | – |
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% |