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 | $6,737,000 | +2.1% | 105,716 | -2.8% | 0.94% | -0.6% |
| Q2 2020 | $6,596,000 | +24.5% | 108,796 | +10.9% | 0.94% | +9.5% |
| Q1 2020 | $5,298,000 | -1.1% | 98,100 | +20.1% | 0.86% | +20.1% |
| Q4 2019 | $5,357,000 | +155.9% | 81,668 | +104.4% | 0.72% | +123.8% |
| Q4 2018 | $2,093,000 | +12.5% | 39,951 | +22.4% | 0.32% | +24.5% |
| Q3 2018 | $1,861,000 | +40.6% | 32,627 | +31.0% | 0.26% | +42.0% |
| Q2 2018 | $1,324,000 | +7.9% | 24,897 | +5.4% | 0.18% | +8.4% |
| Q1 2018 | $1,227,000 | +8.1% | 23,627 | +9.8% | 0.17% | +13.6% |
| Q4 2017 | $1,135,000 | +55.5% | 21,511 | +48.3% | 0.15% | +48.5% |
| Q3 2017 | $730,000 | +6.0% | 14,508 | +3.0% | 0.10% | +4.2% |
| Q2 2017 | $689,000 | +31.0% | 14,091 | +27.9% | 0.10% | +28.4% |
| Q1 2017 | $526,000 | +70.8% | 11,015 | +61.7% | 0.07% | +68.2% |
| Q4 2016 | $308,000 | -0.6% | 6,814 | 0.0% | 0.04% | -4.3% |
| Q3 2016 | $310,000 | -1.6% | 6,814 | 0.0% | 0.05% | -4.2% |
| Q2 2016 | $315,000 | +24.5% | 6,814 | +18.2% | 0.05% | +20.0% |
| Q1 2016 | $253,000 | – | 5,764 | – | 0.04% | – |
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% |