ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 296 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.40 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,246 | -40.8% | 4,107 | -39.2% | 0.01% | -37.5% |
| Q2 2023 | $502,364 | +14.6% | 6,759 | +12.1% | 0.02% | +6.7% |
| Q1 2023 | $438,518 | +4.2% | 6,029 | +3.2% | 0.02% | 0.0% |
| Q4 2022 | $421,032 | -54.7% | 5,840 | -56.0% | 0.02% | -21.1% |
| Q2 2022 | $930,000 | +289.1% | 13,260 | +263.5% | 0.02% | -5.0% |
| Q4 2019 | $239,000 | -1.6% | 3,648 | -32.2% | 0.02% | -50.0% |
| Q4 2016 | $243,000 | -81.8% | 5,381 | -81.7% | 0.04% | -83.1% |
| Q3 2016 | $1,336,000 | +0.5% | 29,402 | +2.2% | 0.24% | +0.9% |
| Q2 2016 | $1,329,000 | +20.1% | 28,765 | +14.1% | 0.24% | +16.3% |
| Q1 2016 | $1,107,000 | – | 25,209 | – | 0.20% | – |
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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% |