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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,608 | -4.6% | 3,117 | -2.0% | 0.03% | 0.0% |
| Q2 2023 | $236,518 | -89.0% | 3,182 | -89.2% | 0.03% | -89.1% |
| Q1 2023 | $2,144,084 | +100798.1% | 29,476 | 0.0% | 0.28% | -1.1% |
| Q4 2022 | $2,125 | -99.9% | 29,476 | +3.3% | 0.28% | +5.3% |
| Q3 2022 | $1,886,000 | +94200.0% | 28,525 | +89040.6% | 0.26% | – |
| Q3 2018 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 32 | -27.3% | 0.00% | – |
| Q1 2018 | $2,000 | -86.7% | 44 | -84.3% | 0.00% | -100.0% |
| Q4 2017 | $15,000 | – | 280 | – | 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% |