ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 279 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.27 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $248,000 | +12.2% | 4,224 | 0.0% | 0.28% | -6.6% |
| Q4 2018 | $221,000 | -8.3% | 4,224 | 0.0% | 0.30% | +20.2% |
| Q3 2018 | $241,000 | -11.1% | 4,224 | -17.1% | 0.25% | -13.7% |
| Q2 2018 | $271,000 | +2.3% | 5,094 | 0.0% | 0.29% | +2.1% |
| Q1 2018 | $265,000 | -23.2% | 5,094 | -22.1% | 0.29% | -13.3% |
| Q4 2017 | $345,000 | +4.9% | 6,539 | 0.0% | 0.33% | -37.8% |
| Q3 2017 | $329,000 | -66.0% | 6,539 | -66.9% | 0.53% | -52.9% |
| Q2 2017 | $967,000 | -78.5% | 19,758 | -79.1% | 1.13% | -45.1% |
| Q1 2017 | $4,507,000 | +8.1% | 94,444 | +2.5% | 2.06% | +8.0% |
| Q4 2016 | $4,169,000 | +0.3% | 92,183 | +0.7% | 1.90% | +1.5% |
| Q3 2016 | $4,158,000 | +3.4% | 91,523 | +5.2% | 1.88% | -5.6% |
| Q2 2016 | $4,022,000 | -21.1% | 87,029 | -25.0% | 1.99% | -14.9% |
| Q1 2016 | $5,100,000 | +34.4% | 116,104 | +28.0% | 2.33% | +21.4% |
| Q4 2015 | $3,794,000 | +8.6% | 90,718 | +2.8% | 1.92% | +1.6% |
| Q3 2015 | $3,495,000 | -51.5% | 88,282 | -50.6% | 1.89% | -22.0% |
| Q2 2015 | $7,206,000 | – | 178,728 | – | 2.42% | – |
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% |