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 | $428,000 | -96.8% | 6,659 | -96.9% | 0.87% | -93.1% |
| Q2 2019 | $13,439,000 | +11.9% | 213,577 | +4.6% | 12.73% | +30.8% |
| Q1 2019 | $12,007,000 | +0.4% | 204,100 | -10.6% | 9.73% | -17.8% |
| Q4 2018 | $11,958,000 | -3.5% | 228,201 | +5.0% | 11.84% | +11.4% |
| Q3 2018 | $12,388,000 | +24.3% | 217,299 | +16.1% | 10.64% | +0.6% |
| Q2 2018 | $9,965,000 | +8.9% | 187,190 | +6.2% | 10.58% | +19.7% |
| Q1 2018 | $9,150,000 | +1.7% | 176,267 | +4.7% | 8.84% | +8.8% |
| Q4 2017 | $8,997,000 | – | 168,331 | – | 8.12% | – |
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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% |