ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 611 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $19,966,000 | -8.9% | 313,285 | -13.3% | 0.00% | -20.0% |
| Q2 2020 | $21,918,000 | +2.2% | 361,500 | -9.0% | 0.01% | -16.7% |
| Q1 2020 | $21,450,000 | -42.8% | 397,156 | -34.6% | 0.01% | -25.0% |
| Q2 2019 | $37,489,000 | +5.0% | 607,300 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $35,709,000 | +70.2% | 607,300 | +51.7% | 0.01% | +60.0% |
| Q4 2018 | $20,981,000 | +15.1% | 400,400 | -13.0% | 0.01% | 0.0% |
| Q3 2015 | $18,226,000 | -60.9% | 460,360 | -60.2% | 0.01% | -58.3% |
| Q2 2015 | $46,650,000 | +1625.9% | 1,156,994 | +1666.2% | 0.01% | +1100.0% |
| Q1 2015 | $2,703,000 | -48.4% | 65,507 | -49.4% | 0.00% | 0.0% |
| Q4 2014 | $5,241,000 | +6.3% | 129,476 | -1.1% | 0.00% | 0.0% |
| Q3 2014 | $4,931,000 | +432.5% | 130,852 | +426.1% | 0.00% | – |
| Q2 2014 | $926,000 | – | 24,871 | – | 0.00% | – |
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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% |