ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 317 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.75 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $92,300,000 | +8.8% | 1,833,533 | +5.8% | 0.55% | +2.4% |
| Q2 2017 | $84,832,000 | +10.9% | 1,733,738 | +8.1% | 0.54% | +5.3% |
| Q1 2017 | $76,517,000 | -5.3% | 1,603,462 | -10.2% | 0.51% | -14.2% |
| Q4 2016 | $80,772,000 | -30.5% | 1,786,191 | -30.2% | 0.60% | -35.3% |
| Q3 2016 | $116,301,000 | +7.1% | 2,560,014 | +8.9% | 0.92% | +0.8% |
| Q2 2016 | $108,623,000 | +38.9% | 2,350,642 | +32.0% | 0.92% | +31.4% |
| Q1 2016 | $78,210,000 | +145.9% | 1,780,323 | +134.1% | 0.70% | +131.6% |
| Q4 2015 | $31,806,000 | +28.6% | 760,537 | +21.7% | 0.30% | +15.8% |
| Q3 2015 | $24,741,000 | -14.7% | 624,931 | -13.1% | 0.26% | -9.7% |
| Q2 2015 | $29,000,000 | +27.0% | 719,235 | +30.0% | 0.29% | +21.5% |
| Q1 2015 | $22,832,000 | +431.2% | 553,374 | +421.2% | 0.24% | +393.8% |
| Q4 2014 | $4,298,000 | +89.4% | 106,167 | +76.3% | 0.05% | +71.4% |
| Q3 2014 | $2,269,000 | +24.1% | 60,210 | +22.6% | 0.03% | +27.3% |
| Q2 2014 | $1,829,000 | +0.4% | 49,128 | -2.7% | 0.02% | -12.0% |
| Q1 2014 | $1,821,000 | -69.7% | 50,516 | -70.2% | 0.02% | -71.3% |
| Q4 2013 | $6,015,000 | +69.6% | 169,449 | +58.8% | 0.09% | +50.0% |
| Q3 2013 | $3,546,000 | +169.0% | 106,715 | +163.7% | 0.06% | +152.2% |
| Q2 2013 | $1,318,000 | – | 40,473 | – | 0.02% | – |
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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% |