ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $4,656,000 | -0.7% | 71,480 | -4.9% | 3.12% | -2.3% |
| Q2 2019 | $4,687,000 | -4.4% | 75,150 | -9.8% | 3.19% | -4.9% |
| Q1 2019 | $4,902,000 | +0.8% | 83,360 | -10.1% | 3.36% | -3.9% |
| Q4 2018 | $4,861,000 | -4.0% | 92,765 | +1.4% | 3.49% | -6.2% |
| Q3 2018 | $5,065,000 | +7.9% | 91,446 | +3.6% | 3.72% | +31.1% |
| Q2 2018 | $4,693,000 | -0.2% | 88,288 | -2.5% | 2.84% | -22.1% |
| Q1 2018 | $4,703,000 | -10.5% | 90,555 | -13.3% | 3.64% | +1.8% |
| Q4 2017 | $5,257,000 | 0.0% | 104,423 | 0.0% | 3.58% | +2.3% |
| Q3 2017 | $5,257,000 | +41.3% | 104,423 | +37.3% | 3.50% | +68.2% |
| Q2 2017 | $3,720,000 | – | 76,037 | – | 2.08% | – |
Download | ||||||
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% |