ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 467 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.02 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,455,000 | -0.1% | 19,797 | 0.0% | 0.88% | +4.5% |
| Q2 2021 | $1,457,000 | +4.8% | 19,797 | -1.5% | 0.84% | -2.4% |
| Q1 2021 | $1,390,000 | +8.6% | 20,094 | +0.0% | 0.86% | -9.9% |
| Q4 2020 | $1,280,000 | -0.5% | 20,092 | 0.0% | 0.96% | 0.0% |
| Q3 2020 | $1,286,000 | +5.6% | 20,092 | +0.0% | 0.96% | -13.8% |
| Q2 2020 | $1,218,000 | -14.2% | 20,090 | -15.7% | 1.11% | -16.8% |
| Q1 2020 | $1,419,000 | -40.0% | 23,820 | -34.1% | 1.34% | -22.4% |
| Q4 2019 | $2,366,000 | +1.2% | 36,126 | -0.9% | 1.72% | -19.2% |
| Q3 2019 | $2,338,000 | +0.7% | 36,472 | -0.7% | 2.13% | -0.2% |
| Q2 2019 | $2,321,000 | +5.9% | 36,732 | -1.2% | 2.14% | -3.2% |
| Q1 2019 | $2,192,000 | +8.4% | 37,193 | -2.7% | 2.21% | -20.5% |
| Q4 2018 | $2,023,000 | +336.9% | 38,232 | +351.9% | 2.78% | +369.5% |
| Q3 2018 | $463,000 | -2.1% | 8,460 | -4.9% | 0.59% | +8.0% |
| Q2 2018 | $473,000 | -32.1% | 8,900 | -33.7% | 0.55% | +0.4% |
| Q1 2018 | $697,000 | -9.4% | 13,415 | -4.8% | 0.54% | -1.1% |
| Q4 2017 | $769,000 | – | 14,085 | – | 0.55% | – |
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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% |