KMS FINANCIAL SERVICES, INC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 95 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
KMS FINANCIAL SERVICES, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2014$505,000
+1.8%
13,382
+0.4%
0.07%0.0%
Q2 2014$496,000
-23.1%
13,328
-25.5%
0.07%
-30.4%
Q1 2014$645,000
-40.4%
17,885
-41.3%
0.10%
-44.3%
Q4 2013$1,082,00030,4750.18%
Other shareholders
ISHARES TR shareholders Q4 2013
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 2,011,232$128,920,00077.48%
Shelter Ins Retirement Plan 1,717,600$110,098,00056.20%
Legacy Financial Advisors, Inc. 1,897,861$121,653,00040.44%
Tolleson Wealth Management, Inc. 1,034,068$66,284,00036.12%
DOW CHEMICAL CO /DE/ 2,024,319$129,759,00028.94%
Financial Advisors, LLC 697,153$44,688,00027.39%
VisionPoint Advisory Group, LLC 1,393,849$89,248,00024.46%
Personal Wealth Partners 732,333$46,943,00021.67%
ARS Wealth Advisors, LLC 1,038,753$66,584,00021.17%
Sharkey, Howes & Javer 704,274$45,144,00019.46%
View complete list of ISHARES TR shareholders