ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $9,142,000 | -8.9% | 174,469 | -0.8% | 8.91% | +315.6% |
| Q3 2018 | $10,037,000 | -40.8% | 175,963 | -44.8% | 2.14% | -64.5% |
| Q2 2018 | $16,955,000 | +11.5% | 318,951 | +8.9% | 6.04% | -51.6% |
| Q1 2018 | $15,211,000 | +2.4% | 292,914 | +4.1% | 12.47% | -0.4% |
| Q4 2017 | $14,857,000 | +97.1% | 281,484 | +69.6% | 12.52% | +1.7% |
| Q3 2016 | $7,539,000 | -17.0% | 165,942 | -15.6% | 12.30% | -17.7% |
| Q2 2016 | $9,085,000 | – | 196,620 | – | 14.95% | – |
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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% |