ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 296 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.40 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $86,000 | +4.9% | 1,620 | 0.0% | 0.05% | -1.9% |
| Q3 2017 | $82,000 | +3.8% | 1,620 | 0.0% | 0.05% | -1.8% |
| Q2 2017 | $79,000 | +49.1% | 1,620 | +45.8% | 0.06% | +44.7% |
| Q1 2017 | $53,000 | -34.6% | 1,111 | -38.0% | 0.04% | -55.8% |
| Q3 2016 | $81,000 | +252.2% | 1,792 | -99.5% | 0.09% | +230.8% |
| Q2 2016 | $23,000 | -84.1% | 361,940 | +10894.5% | 0.03% | -80.3% |
| Q1 2016 | $145,000 | +95.9% | 3,292 | +83.7% | 0.13% | +123.7% |
| Q4 2015 | $74,000 | – | 1,792 | – | 0.06% | – |
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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% |