ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 85 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $210,000 | -9.1% | 4,615 | -7.5% | 0.02% | -10.0% |
| Q2 2016 | $231,000 | -4.1% | 4,990 | -8.9% | 0.02% | -9.1% |
| Q1 2016 | $241,000 | +5.2% | 5,480 | 0.0% | 0.02% | +4.8% |
| Q4 2015 | $229,000 | -33.2% | 5,480 | -43.3% | 0.02% | -47.5% |
| Q4 2013 | $343,000 | -25.9% | 9,665 | -30.6% | 0.04% | -34.4% |
| Q3 2013 | $463,000 | -3.1% | 13,935 | -5.0% | 0.06% | -10.3% |
| Q2 2013 | $478,000 | – | 14,674 | – | 0.07% | – |
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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% |