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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |