ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 489 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,952 | -2.6% | 400 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $29,732 | -15.9% | 400 | -17.7% | 0.01% | -22.2% |
| Q1 2023 | $35,352 | +22.6% | 486 | +21.5% | 0.01% | +12.5% |
| Q4 2022 | $28,840 | +10.9% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $26,000 | -7.1% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $28,000 | -26.3% | 400 | -17.5% | 0.01% | -11.1% |
| Q1 2022 | $38,000 | -84.6% | 485 | -87.9% | 0.01% | -87.3% |
| Q2 2019 | $247,000 | +5.1% | 3,997 | 0.0% | 0.07% | -1.4% |
| Q1 2019 | $235,000 | +13.0% | 3,997 | +0.5% | 0.07% | 0.0% |
| Q4 2018 | $208,000 | -20.0% | 3,979 | -12.8% | 0.07% | -12.2% |
| Q3 2018 | $260,000 | +14.0% | 4,561 | +6.3% | 0.08% | +7.9% |
| Q2 2018 | $228,000 | +2.2% | 4,292 | 0.0% | 0.08% | +55.1% |
| Q1 2018 | $223,000 | -32.2% | 4,292 | -31.2% | 0.05% | -23.4% |
| Q4 2017 | $329,000 | +813.9% | 6,242 | +680.2% | 0.06% | +540.0% |
| Q3 2016 | $36,000 | +33.3% | 800 | +24.0% | 0.01% | -33.3% |
| Q4 2015 | $27,000 | – | 645 | – | 0.02% | – |
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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% |