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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $3,168,000 | +23.8% | 61,009 | +25.8% | 2.04% | +28.7% |
| Q4 2017 | $2,560,000 | -46.8% | 48,512 | -49.2% | 1.59% | -50.1% |
| Q3 2017 | $4,810,000 | +13.5% | 95,558 | +10.3% | 3.18% | +9.9% |
| Q2 2017 | $4,237,000 | +5.0% | 86,609 | +2.4% | 2.89% | -1.4% |
| Q1 2017 | $4,035,000 | -24.9% | 84,571 | -28.9% | 2.94% | -34.8% |
| Q4 2016 | $5,376,000 | +25.1% | 118,906 | +25.7% | 4.50% | +38.1% |
| Q3 2016 | $4,296,000 | -1.2% | 94,567 | +0.5% | 3.26% | -9.1% |
| Q2 2016 | $4,349,000 | +1.4% | 94,132 | -3.6% | 3.59% | -10.5% |
| Q1 2016 | $4,288,000 | +623.1% | 97,621 | +587.8% | 4.01% | +609.9% |
| Q4 2015 | $593,000 | – | 14,194 | – | 0.56% | – |
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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% |