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 | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $879,000 | +14.6% | 22,196 | +16.7% | 1.84% | +162.3% |
| Q2 2015 | $767,000 | -1.4% | 19,021 | +0.9% | 0.70% | -3.2% |
| Q1 2015 | $778,000 | +11.0% | 18,858 | +8.9% | 0.73% | -7.0% |
| Q4 2014 | $701,000 | +25.4% | 17,317 | +16.8% | 0.78% | +12.5% |
| Q3 2014 | $559,000 | +39.4% | 14,823 | +37.6% | 0.69% | +32.4% |
| Q2 2014 | $401,000 | +25.3% | 10,771 | +21.3% | 0.52% | +11.7% |
| Q1 2014 | $320,000 | +20.8% | 8,876 | +18.8% | 0.47% | +5.2% |
| Q4 2013 | $265,000 | – | 7,471 | – | 0.45% | – |
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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% |