ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 334 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.69 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $9,142,000 | -8.9% | 174,469 | -0.8% | 8.91% | +315.6% |
| Q3 2018 | $10,037,000 | -40.8% | 175,963 | -44.8% | 2.14% | -64.5% |
| Q2 2018 | $16,955,000 | +11.5% | 318,951 | +8.9% | 6.04% | -51.6% |
| Q1 2018 | $15,211,000 | +2.4% | 292,914 | +4.1% | 12.47% | -0.4% |
| Q4 2017 | $14,857,000 | +97.1% | 281,484 | +69.6% | 12.52% | +1.7% |
| Q3 2016 | $7,539,000 | -17.0% | 165,942 | -15.6% | 12.30% | -17.7% |
| Q2 2016 | $9,085,000 | – | 196,620 | – | 14.95% | – |
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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% |