ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 452 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.90 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $272,000 | -4.9% | 4,488 | -15.1% | 0.12% | -15.7% |
| Q1 2020 | $286,000 | -17.6% | 5,288 | 0.0% | 0.14% | +35.9% |
| Q4 2019 | $347,000 | +2.4% | 5,288 | 0.0% | 0.10% | -5.5% |
| Q3 2019 | $339,000 | +22.4% | 5,288 | +17.8% | 0.11% | +36.2% |
| Q2 2019 | $277,000 | +4.9% | 4,488 | 0.0% | 0.08% | +2.6% |
| Q1 2019 | $264,000 | +12.3% | 4,488 | 0.0% | 0.08% | +1.3% |
| Q4 2018 | $235,000 | -8.2% | 4,488 | 0.0% | 0.08% | -18.1% |
| Q3 2018 | $256,000 | +7.1% | 4,488 | 0.0% | 0.09% | +2.2% |
| Q2 2018 | $239,000 | +2.6% | 4,488 | 0.0% | 0.09% | +5.7% |
| Q1 2018 | $233,000 | -11.4% | 4,488 | -10.0% | 0.09% | -5.4% |
| Q4 2017 | $263,000 | – | 4,988 | – | 0.09% | – |
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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% |