ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 345 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 42.80 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $714,000 | -19.6% | 13,749 | -18.2% | 0.19% | -26.2% |
| Q4 2017 | $888,000 | +2.2% | 16,818 | -2.5% | 0.26% | -5.7% |
| Q3 2017 | $869,000 | +93.5% | 17,258 | +88.0% | 0.28% | +80.0% |
| Q2 2017 | $449,000 | -98.2% | 9,182 | -98.2% | 0.16% | -98.3% |
| Q1 2017 | $24,646,000 | +9.1% | 516,469 | +3.4% | 9.06% | +0.9% |
| Q4 2016 | $22,595,000 | -28.3% | 499,672 | -28.0% | 8.98% | -30.7% |
| Q3 2016 | $31,521,000 | -5.0% | 693,832 | -3.4% | 12.94% | -12.3% |
| Q2 2016 | $33,190,000 | +9.6% | 718,254 | +4.2% | 14.75% | +3.6% |
| Q1 2016 | $30,294,000 | +2246.6% | 689,596 | +2133.3% | 14.24% | +1851.2% |
| Q4 2015 | $1,291,000 | +3.2% | 30,878 | +877.2% | 0.73% | -9.5% |
| Q3 2015 | $1,251,000 | -32.5% | 3,160 | -92.9% | 0.81% | -21.7% |
| Q2 2015 | $1,853,000 | +49.7% | 44,344 | +47.7% | 1.03% | +43.1% |
| Q1 2015 | $1,238,000 | +19.5% | 30,015 | +17.3% | 0.72% | -6.1% |
| Q4 2014 | $1,036,000 | +5.2% | 25,589 | -2.1% | 0.77% | +4.6% |
| Q3 2014 | $985,000 | +47.0% | 26,150 | +45.4% | 0.73% | +47.5% |
| Q2 2014 | $670,000 | +199.1% | 17,989 | +190.0% | 0.50% | +177.7% |
| Q1 2014 | $224,000 | – | 6,204 | – | 0.18% | – |
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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% |