ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 186 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $13,390,000 | +46.5% | 255,390 | +60.1% | 1.77% | +65.1% |
| Q3 2018 | $9,141,000 | +5.7% | 159,553 | -1.4% | 1.07% | +2.4% |
| Q2 2018 | $8,647,000 | -0.1% | 161,777 | -3.0% | 1.05% | -3.5% |
| Q1 2018 | $8,659,000 | -4.0% | 166,742 | -2.4% | 1.09% | -4.4% |
| Q4 2017 | $9,017,000 | +9.0% | 170,847 | +4.0% | 1.14% | -0.8% |
| Q3 2017 | $8,272,000 | +13.4% | 164,255 | +10.2% | 1.14% | +5.6% |
| Q2 2017 | $7,295,000 | +8.2% | 149,027 | +5.5% | 1.08% | +2.1% |
| Q1 2017 | $6,740,000 | +249.4% | 141,235 | +196.4% | 1.06% | +123.6% |
| Q4 2016 | $1,929,000 | -88.1% | 47,657 | -86.7% | 0.48% | -85.1% |
| Q3 2016 | $16,226,000 | +14.3% | 357,160 | +16.3% | 3.18% | +5.8% |
| Q2 2016 | $14,190,000 | +110.5% | 307,071 | +100.1% | 3.01% | +3.5% |
| Q1 2016 | $6,741,000 | +149.9% | 153,458 | +137.8% | 2.90% | +155.9% |
| Q4 2015 | $2,698,000 | -7.3% | 64,520 | -12.2% | 1.14% | -22.6% |
| Q3 2015 | $2,909,000 | +41.1% | 73,478 | +43.8% | 1.47% | +63.9% |
| Q2 2015 | $2,061,000 | -3.4% | 51,108 | -1.2% | 0.90% | -9.5% |
| Q1 2015 | $2,134,000 | +10.6% | 51,712 | +8.5% | 0.99% | +67.3% |
| Q4 2014 | $1,929,000 | +7.5% | 47,657 | +0.1% | 0.59% | -49.1% |
| Q3 2014 | $1,795,000 | +3.5% | 47,625 | +2.2% | 1.16% | -26.2% |
| Q2 2014 | $1,734,000 | +3.2% | 46,591 | 0.0% | 1.57% | -1.3% |
| Q1 2014 | $1,680,000 | -13.1% | 46,591 | -14.5% | 1.59% | -18.9% |
| Q4 2013 | $1,933,000 | -19.2% | 54,463 | -24.3% | 1.97% | -27.5% |
| Q3 2013 | $2,391,000 | +5.1% | 71,935 | +2.9% | 2.71% | -12.5% |
| Q2 2013 | $2,276,000 | – | 69,885 | – | 3.10% | – |
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% |