ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 345 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 42.80 and the average weighting 1.1%.
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. | 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% |