ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 147 filers reported holding ISHARES TR in Q4 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. | 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% |