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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 2,011,232 | $128,920,000 | 77.48% |
| Shelter Ins Retirement Plan | 1,717,600 | $110,098,000 | 56.20% |
| Legacy Financial Advisors, Inc. | 1,897,861 | $121,653,000 | 40.44% |
| Tolleson Wealth Management, Inc. | 1,034,068 | $66,284,000 | 36.12% |
| DOW CHEMICAL CO /DE/ | 2,024,319 | $129,759,000 | 28.94% |
| Financial Advisors, LLC | 697,153 | $44,688,000 | 27.39% |
| VisionPoint Advisory Group, LLC | 1,393,849 | $89,248,000 | 24.46% |
| Personal Wealth Partners | 732,333 | $46,943,000 | 21.67% |
| ARS Wealth Advisors, LLC | 1,038,753 | $66,584,000 | 21.17% |
| Sharkey, Howes & Javer | 704,274 | $45,144,000 | 19.46% |