ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 611 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,850,000 | +161.5% | 25,345 | +87.7% | 1.06% | +167.0% |
| Q4 2021 | $1,090,000 | +10.1% | 13,500 | 0.0% | 0.40% | +3.4% |
| Q3 2021 | $990,000 | -33.6% | 13,500 | -33.3% | 0.38% | -30.3% |
| Q2 2021 | $1,490,000 | +6.4% | 20,235 | 0.0% | 0.55% | -3.7% |
| Q1 2021 | $1,400,000 | +1.9% | 20,235 | 0.0% | 0.57% | -19.2% |
| Q4 2020 | $1,374,000 | -17.9% | 20,235 | -22.9% | 0.71% | -45.1% |
| Q3 2020 | $1,673,000 | +5.2% | 26,235 | 0.0% | 1.29% | +2.0% |
| Q2 2020 | $1,590,000 | +12.2% | 26,235 | 0.0% | 1.26% | -1.3% |
| Q1 2020 | $1,417,000 | -17.7% | 26,235 | 0.0% | 1.28% | -5.0% |
| Q4 2019 | $1,722,000 | +2.4% | 26,235 | 0.0% | 1.35% | -1.2% |
| Q3 2019 | $1,681,000 | -5.2% | 26,235 | -8.7% | 1.37% | -14.7% |
| Q2 2019 | $1,774,000 | +29.9% | 28,735 | +23.7% | 1.60% | +25.1% |
| Q1 2019 | $1,366,000 | +104.8% | 23,235 | +82.4% | 1.28% | +81.4% |
| Q4 2018 | $667,000 | -8.1% | 12,735 | 0.0% | 0.71% | +1.7% |
| Q3 2018 | $726,000 | +9.8% | 12,735 | 0.0% | 0.69% | -2.7% |
| Q1 2018 | $661,000 | -1.6% | 12,735 | 0.0% | 0.71% | -10.2% |
| Q4 2017 | $672,000 | – | 12,735 | – | 0.79% | – |
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% |