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. | 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% |