ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 186 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $86,000 | +2.4% | 1,754 | 0.0% | 0.02% | -13.6% |
| Q1 2017 | $84,000 | +10.5% | 1,754 | +4.5% | 0.02% | +15.8% |
| Q4 2016 | $76,000 | -13.6% | 1,678 | -12.9% | 0.02% | -13.6% |
| Q3 2016 | $88,000 | -1.1% | 1,927 | +0.2% | 0.02% | -8.3% |
| Q2 2016 | $89,000 | +97.8% | 1,923 | +88.5% | 0.02% | +84.6% |
| Q1 2016 | $45,000 | +50.0% | 1,020 | +41.7% | 0.01% | +44.4% |
| Q4 2015 | $30,000 | +3.4% | 720 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $29,000 | -56.1% | 720 | -56.1% | 0.01% | -50.0% |
| Q2 2015 | $66,000 | -2.9% | 1,640 | -1.0% | 0.02% | -5.3% |
| Q1 2015 | $68,000 | -34.6% | 1,656 | -35.2% | 0.02% | -9.5% |
| Q4 2014 | $104,000 | -40.2% | 2,557 | -44.6% | 0.02% | -36.4% |
| Q3 2014 | $174,000 | +120.3% | 4,615 | +117.7% | 0.03% | +120.0% |
| Q2 2014 | $79,000 | +163.3% | 2,120 | +158.5% | 0.02% | +150.0% |
| Q1 2014 | $30,000 | – | 820 | – | 0.01% | – |
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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% |