ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 452 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.90 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $290,000 | +16.9% | 4,126 | +29.2% | 0.02% | +31.2% |
| Q1 2022 | $248,000 | +16.4% | 3,194 | +21.3% | 0.02% | +14.3% |
| Q4 2021 | $213,000 | -54.4% | 2,633 | -63.0% | 0.01% | -75.0% |
| Q4 2019 | $467,000 | +9.1% | 7,124 | +6.6% | 0.06% | -3.4% |
| Q3 2019 | $428,000 | -0.2% | 6,680 | -4.0% | 0.06% | -6.5% |
| Q2 2019 | $429,000 | +4.4% | 6,955 | -0.5% | 0.06% | -6.1% |
| Q1 2019 | $411,000 | -4.0% | 6,987 | -14.5% | 0.07% | -19.5% |
| Q4 2018 | $428,000 | +7.5% | 8,174 | +17.1% | 0.08% | +7.9% |
| Q3 2018 | $398,000 | -44.8% | 6,978 | -48.5% | 0.08% | -60.4% |
| Q2 2018 | $721,000 | +45.4% | 13,560 | +42.2% | 0.19% | -1.5% |
| Q1 2018 | $496,000 | -1.4% | 9,537 | 0.0% | 0.20% | -15.2% |
| Q4 2017 | $503,000 | – | 9,537 | – | 0.23% | – |
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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% |