ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 462 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.08 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $129,563,000 | +238.6% | 2,033 | +240.5% | 0.00% | – |
| Q3 2019 | $38,268,000 | +19.0% | 597 | +14.6% | 0.00% | – |
| Q2 2019 | $32,161,000 | +27.2% | 521 | +21.2% | 0.00% | – |
| Q1 2019 | $25,284,000 | +12.2% | 430 | 0.0% | 0.00% | – |
| Q4 2018 | $22,532,000 | -53.0% | 430 | -48.9% | 0.00% | – |
| Q3 2018 | $47,971,000 | +310.2% | 841 | +282.3% | 0.00% | – |
| Q2 2018 | $11,695,000 | +2.4% | 220 | 0.0% | 0.00% | – |
| Q1 2018 | $11,425,000 | -1.6% | 220 | 0.0% | 0.00% | – |
| Q4 2017 | $11,612,000 | +4.8% | 220 | 0.0% | 0.00% | – |
| Q3 2017 | $11,075,000 | +2.9% | 220 | 0.0% | 0.00% | – |
| Q2 2017 | $10,765,000 | – | 220 | – | 0.00% | – |
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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% |