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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,646 | -94.1% | 78 | -93.9% | 0.00% | -91.7% |
| Q2 2023 | $94,919 | +21.0% | 1,277 | +18.5% | 0.01% | +20.0% |
| Q1 2023 | $78,414 | -6.2% | 1,078 | -7.0% | 0.01% | 0.0% |
| Q4 2022 | $83,564 | +17.7% | 1,159 | +7.5% | 0.01% | -9.1% |
| Q3 2022 | $71,000 | -5.3% | 1,078 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $75,000 | -10.7% | 1,078 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $84,000 | -3.4% | 1,078 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $87,000 | -16.3% | 1,078 | -24.0% | 0.01% | -23.1% |
| Q3 2021 | $104,000 | +1633.3% | 1,418 | +1717.9% | 0.01% | +1200.0% |
| Q2 2021 | $6,000 | -40.0% | 78 | -48.3% | 0.00% | -50.0% |
| Q1 2021 | $10,000 | -93.4% | 151 | -93.4% | 0.00% | -94.6% |
| Q4 2019 | $151,000 | -22.6% | 2,294 | -24.5% | 0.04% | -22.9% |
| Q3 2019 | $195,000 | – | 3,040 | +75900.0% | 0.05% | – |
| Q2 2019 | $0 | -100.0% | 4 | -99.6% | 0.00% | -100.0% |
| Q1 2018 | $51,000 | – | 1,000 | – | 0.02% | – |
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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% |