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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 2,011,232 | $128,920,000 | 77.48% |
| Shelter Ins Retirement Plan | 1,717,600 | $110,098,000 | 56.20% |
| Legacy Financial Advisors, Inc. | 1,897,861 | $121,653,000 | 40.44% |
| Tolleson Wealth Management, Inc. | 1,034,068 | $66,284,000 | 36.12% |
| DOW CHEMICAL CO /DE/ | 2,024,319 | $129,759,000 | 28.94% |
| Financial Advisors, LLC | 697,153 | $44,688,000 | 27.39% |
| VisionPoint Advisory Group, LLC | 1,393,849 | $89,248,000 | 24.46% |
| Personal Wealth Partners | 732,333 | $46,943,000 | 21.67% |
| ARS Wealth Advisors, LLC | 1,038,753 | $66,584,000 | 21.17% |
| Sharkey, Howes & Javer | 704,274 | $45,144,000 | 19.46% |