ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 171 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $120,907,000 | +16.3% | 2,673,741 | +16.9% | 0.14% | +9.4% |
| Q3 2016 | $103,933,000 | +200.2% | 2,287,769 | +205.3% | 0.13% | +190.9% |
| Q2 2016 | $34,626,000 | +142.0% | 749,328 | +130.0% | 0.04% | +131.6% |
| Q1 2016 | $14,310,000 | +56.1% | 325,750 | +48.6% | 0.02% | +58.3% |
| Q4 2015 | $9,169,000 | +79.5% | 219,240 | +69.9% | 0.01% | +71.4% |
| Q3 2015 | $5,108,000 | +76.6% | 129,013 | +79.9% | 0.01% | +75.0% |
| Q2 2015 | $2,892,000 | +27.3% | 71,714 | +30.3% | 0.00% | +33.3% |
| Q1 2015 | $2,272,000 | +60.3% | 55,057 | +57.2% | 0.00% | +50.0% |
| Q4 2014 | $1,417,000 | +46.8% | 35,013 | +36.7% | 0.00% | +100.0% |
| Q3 2014 | $965,000 | -10.1% | 25,618 | -11.2% | 0.00% | 0.0% |
| Q2 2014 | $1,074,000 | +3.3% | 28,848 | 0.0% | 0.00% | -50.0% |
| Q1 2014 | $1,040,000 | +31.3% | 28,848 | +29.3% | 0.00% | +100.0% |
| Q4 2013 | $792,000 | +6.7% | 22,317 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $742,000 | – | 22,317 | – | 0.00% | – |
Download | ||||||
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% |