ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 334 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.69 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $563,840 | -1.9% | 7,790 | +0.8% | 0.00% | 0.0% |
| Q2 2023 | $574,645 | +1.6% | 7,731 | -0.6% | 0.00% | 0.0% |
| Q1 2023 | $565,844 | +0.5% | 7,779 | -0.4% | 0.00% | 0.0% |
| Q4 2022 | $562,885 | +9.1% | 7,807 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $516,000 | -13.1% | 7,807 | -7.8% | 0.00% | 0.0% |
| Q2 2022 | $594,000 | -13.3% | 8,465 | -4.2% | 0.00% | 0.0% |
| Q1 2022 | $685,000 | +179.6% | 8,832 | +191.6% | 0.00% | – |
| Q4 2021 | $245,000 | +18.9% | 3,029 | +8.0% | 0.00% | – |
| Q3 2021 | $206,000 | -10.4% | 2,804 | -22.3% | 0.00% | – |
| Q3 2020 | $230,000 | -7.6% | 3,610 | -12.1% | 0.00% | – |
| Q2 2020 | $249,000 | +12.2% | 4,105 | 0.0% | 0.00% | – |
| Q1 2020 | $222,000 | -56.0% | 4,105 | -60.1% | 0.00% | -100.0% |
| Q2 2017 | $504,000 | -20.6% | 10,294 | -22.6% | 0.00% | 0.0% |
| Q1 2017 | $635,000 | +5.7% | 13,304 | +0.1% | 0.00% | 0.0% |
| Q4 2016 | $601,000 | -9.8% | 13,285 | -9.3% | 0.00% | 0.0% |
| Q3 2016 | $666,000 | +0.5% | 14,651 | +2.2% | 0.00% | 0.0% |
| Q2 2016 | $663,000 | +18.4% | 14,342 | +12.6% | 0.00% | 0.0% |
| Q1 2016 | $560,000 | +118.8% | 12,742 | +108.0% | 0.00% | – |
| Q4 2015 | $256,000 | – | 6,125 | – | 0.00% | – |
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% |