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 2017 | $2,567,000 | +7.4% | 48,735 | +2.9% | 0.43% | -9.6% |
| Q3 2017 | $2,391,000 | +25.2% | 47,373 | +21.5% | 0.48% | -0.4% |
| Q2 2017 | $1,910,000 | +202.2% | 39,002 | +192.7% | 0.48% | +93.9% |
| Q1 2017 | $632,000 | +27.4% | 13,324 | +21.9% | 0.25% | -32.1% |
| Q4 2016 | $496,000 | – | 10,933 | – | 0.36% | – |
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% |