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 2017 | $291,000 | -26.3% | 5,945 | -28.2% | 0.06% | -28.6% |
| Q1 2017 | $395,000 | +3.9% | 8,280 | -1.4% | 0.08% | -2.5% |
| Q4 2016 | $380,000 | -11.0% | 8,400 | -10.7% | 0.08% | -16.8% |
| Q3 2016 | $427,000 | -3.8% | 9,405 | -2.1% | 0.10% | -6.9% |
| Q2 2016 | $444,000 | +13.0% | 9,605 | +7.5% | 0.10% | +10.9% |
| Q1 2016 | $393,000 | +6.2% | 8,935 | +1.0% | 0.09% | +3.4% |
| Q4 2015 | $370,000 | +22.1% | 8,845 | +15.6% | 0.09% | +14.1% |
| Q3 2015 | $303,000 | – | 7,650 | – | 0.08% | – |
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% |