ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 359 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 3.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $7,000 | -12.5% | 130 | -19.8% | 0.00% | – |
| Q3 2017 | $8,000 | -99.9% | 162 | -99.9% | 0.00% | -100.0% |
| Q2 2017 | $11,626,000 | +2554.3% | 237,608 | +2658.7% | 0.56% | +2330.4% |
| Q1 2017 | $438,000 | +10850.0% | 8,613 | +9470.0% | 0.02% | – |
| Q3 2016 | $4,000 | -100.0% | 90 | -100.0% | 0.00% | -100.0% |
| Q2 2016 | $17,280,000 | +17008.9% | 373,940 | +16116.0% | 1.00% | +14214.3% |
| Q1 2016 | $101,000 | – | 2,306 | – | 0.01% | – |
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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% |