ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 221 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $440,000 | +101.8% | 9,537 | +91.4% | 0.08% | +95.3% |
| Q1 2016 | $218,000 | -40.4% | 4,984 | -43.1% | 0.04% | -39.4% |
| Q4 2015 | $366,000 | -8.5% | 8,762 | -13.3% | 0.07% | -11.2% |
| Q3 2015 | $400,000 | -1.7% | 10,105 | 0.0% | 0.08% | +6.7% |
| Q2 2015 | $407,000 | +0.2% | 10,105 | +2.6% | 0.08% | -1.3% |
| Q1 2015 | $406,000 | +24.2% | 9,845 | +21.8% | 0.08% | +22.6% |
| Q4 2014 | $327,000 | +7.6% | 8,083 | 0.0% | 0.06% | +3.3% |
| Q3 2014 | $304,000 | +1.7% | 8,083 | +0.3% | 0.06% | +25.0% |
| Q2 2014 | $299,000 | +3.1% | 8,055 | 0.0% | 0.05% | -22.6% |
| Q1 2014 | $290,000 | +10.7% | 8,055 | +8.8% | 0.06% | +1.6% |
| Q4 2013 | $262,000 | +13.4% | 7,403 | +6.4% | 0.06% | +1.7% |
| Q3 2013 | $231,000 | -27.4% | 6,957 | -29.0% | 0.06% | -38.1% |
| Q2 2013 | $318,000 | – | 9,793 | – | 0.10% | – |
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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% |