ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 366 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.71 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,590,000 | +10.3% | 26,229 | -1.7% | 0.66% | -9.3% |
| Q1 2020 | $1,441,000 | -18.5% | 26,696 | -1.0% | 0.73% | +1.0% |
| Q4 2019 | $1,769,000 | +7.9% | 26,975 | +5.5% | 0.72% | +0.8% |
| Q3 2019 | $1,639,000 | +13.0% | 25,562 | +8.8% | 0.72% | +11.3% |
| Q2 2019 | $1,451,000 | +133.3% | 23,503 | +122.4% | 0.65% | +126.7% |
| Q1 2019 | $622,000 | +71.3% | 10,570 | +52.6% | 0.28% | +50.0% |
| Q4 2018 | $363,000 | +65.0% | 6,925 | +63.0% | 0.19% | +69.6% |
| Q1 2018 | $220,000 | -3.5% | 4,249 | -0.3% | 0.11% | -44.6% |
| Q4 2017 | $228,000 | -62.1% | 4,263 | -64.1% | 0.20% | -65.6% |
| Q3 2017 | $602,000 | +1.5% | 11,882 | -2.4% | 0.59% | +8.5% |
| Q2 2017 | $593,000 | +2.6% | 12,176 | +0.5% | 0.54% | +0.7% |
| Q1 2017 | $578,000 | – | 12,119 | – | 0.54% | – |
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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% |