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 | ||||
---|---|---|---|---|---|---|
Q1 2018 | $4,342,000 | -1.6% | 83,616 | 0.0% | 1.12% | -6.2% |
Q4 2017 | $4,413,000 | +9.9% | 83,616 | +4.8% | 1.20% | +0.8% |
Q3 2017 | $4,017,000 | +7.6% | 79,788 | +4.6% | 1.19% | +5.9% |
Q2 2017 | $3,732,000 | +2.5% | 76,277 | 0.0% | 1.12% | -0.8% |
Q1 2017 | $3,640,000 | +4.6% | 76,277 | -0.8% | 1.13% | -2.6% |
Q4 2016 | $3,479,000 | +15.0% | 76,929 | +15.5% | 1.16% | +14.1% |
Q3 2016 | $3,025,000 | – | 66,593 | – | 1.02% | – |
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% |