ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 462 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.08 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $7,755,000 | -30.5% | 143,589 | -15.6% | 1.93% | -0.5% |
| Q4 2019 | $11,163,000 | +4.5% | 170,167 | +2.1% | 1.94% | -8.4% |
| Q3 2019 | $10,679,000 | +3.2% | 166,592 | -0.7% | 2.12% | -4.0% |
| Q2 2019 | $10,352,000 | +4.2% | 167,702 | -0.7% | 2.21% | -0.8% |
| Q1 2019 | $9,934,000 | +11.7% | 168,945 | -0.4% | 2.22% | +18.2% |
| Q4 2018 | $8,894,000 | +59.5% | 169,634 | +74.3% | 1.88% | +15.7% |
| Q3 2018 | $5,575,000 | +5.0% | 97,298 | -2.1% | 1.63% | -3.4% |
| Q2 2018 | $5,311,000 | -99.9% | 99,371 | -22.4% | 1.68% | -40.0% |
| Q1 2018 | $6,651,392,000 | +93594.8% | 128,083 | -4.8% | 2.81% | +36.2% |
| Q4 2017 | $7,099,000 | +14.4% | 134,497 | +9.1% | 2.06% | +30.9% |
| Q3 2017 | $6,208,000 | +28.4% | 123,331 | +24.8% | 1.58% | +8.0% |
| Q2 2017 | $4,835,000 | -3.3% | 98,810 | -5.7% | 1.46% | +1.0% |
| Q1 2017 | $4,999,000 | +40.0% | 104,761 | +32.7% | 1.44% | +34.8% |
| Q4 2016 | $3,571,000 | – | 78,962 | – | 1.07% | – |
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% |