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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,331 | -32.2% | 32,199 | -30.4% | 0.32% | -29.4% |
| Q2 2023 | $3,439 | -52.1% | 46,256 | -53.1% | 0.45% | -53.0% |
| Q1 2023 | $7,176 | +101.2% | 98,653 | +99.4% | 0.95% | +86.6% |
| Q4 2022 | $3,567 | -99.9% | 49,472 | -17.8% | 0.51% | -13.3% |
| Q3 2022 | $3,977,000 | +2.2% | 60,165 | +8.6% | 0.59% | +6.4% |
| Q2 2022 | $3,891,000 | +389000.0% | 55,410 | +5540900.0% | 0.55% | – |
| Q4 2017 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | -66.7% | 1 | -98.1% | 0.00% | – |
| Q3 2016 | $3,000 | 0.0% | 53 | 0.0% | 0.00% | – |
| Q2 2016 | $3,000 | +200.0% | 53 | +5200.0% | 0.00% | – |
| Q3 2015 | $1,000 | -75.0% | 1 | -98.9% | 0.00% | – |
| Q2 2015 | $4,000 | 0.0% | 89 | -2.2% | 0.00% | – |
| Q1 2015 | $4,000 | 0.0% | 91 | +1.1% | 0.00% | – |
| Q4 2014 | $4,000 | 0.0% | 90 | -14.3% | 0.00% | – |
| Q3 2014 | $4,000 | -99.7% | 105 | -99.7% | 0.00% | -100.0% |
| Q2 2014 | $1,328,000 | -3.0% | 35,670 | -6.0% | 0.12% | -14.7% |
| Q1 2014 | $1,369,000 | +11.6% | 37,966 | +9.8% | 0.14% | +2.3% |
| Q4 2013 | $1,227,000 | -28.5% | 34,563 | -33.1% | 0.13% | -40.4% |
| Q3 2013 | $1,717,000 | -55.8% | 51,658 | -56.7% | 0.22% | -64.9% |
| Q2 2013 | $3,888,000 | – | 119,357 | – | 0.64% | – |
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% |