ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 489 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $104,849,000 | -21.2% | 1,645,200 | -31.8% | 3.68% | -36.3% |
| Q2 2020 | $133,015,000 | +2.1% | 2,411,000 | 0.0% | 5.78% | -2.7% |
| Q1 2020 | $130,218,000 | -27.7% | 2,411,000 | -12.2% | 5.94% | -9.8% |
| Q4 2019 | $180,072,000 | +9.3% | 2,745,000 | +6.8% | 6.58% | +0.7% |
| Q3 2019 | $164,737,000 | +3.8% | 2,570,000 | 0.0% | 6.54% | +1.8% |
| Q2 2019 | $158,646,000 | -0.1% | 2,570,000 | -4.8% | 6.42% | -11.2% |
| Q1 2019 | $158,760,000 | -17.2% | 2,700,000 | -26.2% | 7.23% | -17.2% |
| Q4 2018 | $191,784,000 | -14.3% | 3,660,000 | -6.8% | 8.74% | -7.4% |
| Q3 2018 | $223,882,000 | +5.3% | 3,925,000 | -1.9% | 9.43% | -1.8% |
| Q2 2018 | $212,640,000 | -6.5% | 4,000,000 | -8.7% | 9.61% | +15.2% |
| Q1 2018 | $227,453,000 | – | 4,380,000 | – | 8.34% | – |
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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% |