ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 112 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,862,000 | -9.5% | 55,000 | 0.0% | 0.10% | +8.9% |
| Q1 2022 | $4,267,000 | -4.1% | 55,000 | 0.0% | 0.09% | +2.3% |
| Q4 2021 | $4,450,000 | +10.1% | 55,000 | 0.0% | 0.09% | +1.1% |
| Q3 2021 | $4,041,000 | -0.2% | 55,000 | 0.0% | 0.09% | -2.2% |
| Q2 2021 | $4,049,000 | +6.4% | 55,000 | 0.0% | 0.09% | +6.0% |
| Q1 2021 | $3,805,000 | +2.0% | 55,000 | 0.0% | 0.08% | -12.5% |
| Q4 2020 | $3,731,000 | +6.4% | 55,000 | 0.0% | 0.10% | -8.6% |
| Q3 2020 | $3,507,000 | +1636.1% | 55,000 | +1000.0% | 0.10% | +1212.5% |
| Q2 2015 | $202,000 | -1.9% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $206,000 | +2.0% | 5,000 | 0.0% | 0.01% | -11.1% |
| Q4 2014 | $202,000 | +7.4% | 5,000 | 0.0% | 0.01% | +12.5% |
| Q3 2014 | $188,000 | +1.1% | 5,000 | 0.0% | 0.01% | +14.3% |
| Q2 2014 | $186,000 | +3.3% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $180,000 | +1.1% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $178,000 | – | 5,000 | – | 0.01% | – |
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% |