ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 462 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.08 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $471,000 | -14.1% | 8,975 | -6.2% | 0.19% | +6.2% |
| Q3 2018 | $548,000 | +4.6% | 9,564 | -2.5% | 0.18% | +0.6% |
| Q2 2018 | $524,000 | -0.8% | 9,806 | -4.2% | 0.18% | +2.9% |
| Q1 2018 | $528,000 | -11.7% | 10,240 | -9.6% | 0.17% | +1.8% |
| Q4 2017 | $598,000 | +6.6% | 11,323 | +1.6% | 0.17% | +2.5% |
| Q3 2017 | $561,000 | -23.7% | 11,145 | -25.8% | 0.16% | -23.8% |
| Q2 2017 | $735,000 | +49.4% | 15,029 | +45.7% | 0.21% | +40.8% |
| Q1 2017 | $492,000 | -7.7% | 10,313 | -12.6% | 0.15% | -12.1% |
| Q4 2016 | $533,000 | -24.2% | 11,797 | -23.7% | 0.17% | -28.8% |
| Q3 2016 | $703,000 | -6.3% | 15,468 | -4.8% | 0.24% | -8.6% |
| Q2 2016 | $750,000 | +20.2% | 16,249 | +14.4% | 0.27% | +20.4% |
| Q1 2016 | $624,000 | +0.3% | 14,201 | -4.6% | 0.22% | -47.8% |
| Q4 2015 | $622,000 | +3.5% | 14,879 | -2.0% | 0.42% | -1.4% |
| Q3 2015 | $601,000 | +55.3% | 15,188 | +58.3% | 0.43% | +232.6% |
| Q2 2015 | $387,000 | +4200.0% | 9,597 | +4072.6% | 0.13% | +4200.0% |
| Q4 2014 | $9,000 | -96.8% | 230 | -96.9% | 0.00% | -95.4% |
| Q2 2014 | $279,000 | -59.3% | 7,505 | -60.6% | 0.06% | -21.7% |
| Q1 2014 | $686,000 | – | 19,040 | – | 0.08% | – |
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% |