ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 345 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 42.80 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $213,000 | -23.1% | 3,517 | -16.6% | 0.05% | -20.7% |
| Q4 2019 | $277,000 | -4.5% | 4,217 | -6.6% | 0.06% | -14.7% |
| Q3 2019 | $290,000 | +10.7% | 4,517 | +6.6% | 0.07% | +6.2% |
| Q2 2019 | $262,000 | +5.2% | 4,239 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $249,000 | +10.2% | 4,239 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $226,000 | -49.8% | 4,239 | -48.1% | 0.06% | +4.9% |
| Q3 2018 | $450,000 | +100.9% | 8,160 | +94.1% | 0.06% | -3.2% |
| Q2 2018 | $224,000 | +2.8% | 4,205 | 0.0% | 0.06% | -3.1% |
| Q1 2018 | $218,000 | -4.0% | 4,205 | -2.3% | 0.06% | -3.0% |
| Q4 2017 | $227,000 | +6.6% | 4,305 | +1.8% | 0.07% | -5.6% |
| Q3 2017 | $213,000 | +2.9% | 4,230 | 0.0% | 0.07% | -2.7% |
| Q2 2017 | $207,000 | 0.0% | 4,230 | -2.3% | 0.07% | -1.4% |
| Q1 2017 | $207,000 | – | 4,330 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 2,011,232 | $128,920,000 | 77.48% |
| Shelter Ins Retirement Plan | 1,717,600 | $110,098,000 | 56.20% |
| Legacy Financial Advisors, Inc. | 1,897,861 | $121,653,000 | 40.44% |
| Tolleson Wealth Management, Inc. | 1,034,068 | $66,284,000 | 36.12% |
| DOW CHEMICAL CO /DE/ | 2,024,319 | $129,759,000 | 28.94% |
| Financial Advisors, LLC | 697,153 | $44,688,000 | 27.39% |
| VisionPoint Advisory Group, LLC | 1,393,849 | $89,248,000 | 24.46% |
| Personal Wealth Partners | 732,333 | $46,943,000 | 21.67% |
| ARS Wealth Advisors, LLC | 1,038,753 | $66,584,000 | 21.17% |
| Sharkey, Howes & Javer | 704,274 | $45,144,000 | 19.46% |