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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $434,000 | -8.2% | 8,284 | 0.0% | 0.04% | +5.6% |
| Q3 2018 | $473,000 | +7.5% | 8,284 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $440,000 | +2.3% | 8,284 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $430,000 | -1.6% | 8,284 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $437,000 | +4.8% | 8,284 | 0.0% | 0.04% | +2.9% |
| Q3 2017 | $417,000 | +3.0% | 8,284 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $405,000 | -90.1% | 8,284 | -90.3% | 0.04% | -90.5% |
| Q1 2017 | $4,087,000 | -45.1% | 85,645 | -48.0% | 0.37% | -46.9% |
| Q4 2016 | $7,446,000 | -2.2% | 164,654 | -1.8% | 0.69% | -1.7% |
| Q3 2016 | $7,617,000 | – | 167,664 | – | 0.70% | – |
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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% |