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. | 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% |