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 2023 | $318,757 | +17.6% | 4,403 | +20.8% | 0.00% | – |
| Q2 2023 | $271,038 | -5.4% | 3,646 | -7.4% | 0.00% | – |
| Q1 2023 | $286,571 | -25.4% | 3,939 | -17.0% | 0.00% | – |
| Q4 2021 | $384,000 | +91.0% | 4,744 | +73.5% | 0.00% | – |
| Q3 2021 | $201,000 | -3.4% | 2,735 | -3.0% | 0.00% | – |
| Q2 2021 | $208,000 | +2.0% | 2,821 | -4.4% | 0.00% | – |
| Q1 2021 | $204,000 | -3.3% | 2,950 | -5.1% | 0.00% | – |
| Q4 2020 | $211,000 | -7.0% | 3,109 | -16.8% | 0.00% | – |
| Q2 2020 | $227,000 | +4.6% | 3,736 | -7.2% | 0.00% | – |
| Q1 2020 | $217,000 | -24.1% | 4,026 | -7.6% | 0.00% | – |
| Q4 2019 | $286,000 | +39.5% | 4,359 | +21.4% | 0.00% | – |
| Q3 2018 | $205,000 | – | 3,592 | – | 0.00% | – |
Download | ||||||
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% |