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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $325,000 | -2.7% | 5,700 | -9.3% | 0.20% | -4.4% |
| Q2 2018 | $334,000 | +0.6% | 6,285 | -1.6% | 0.20% | -6.8% |
| Q1 2018 | $332,000 | +3.1% | 6,385 | +4.6% | 0.22% | +3.3% |
| Q4 2017 | $322,000 | +2.2% | 6,105 | -2.6% | 0.21% | -3.2% |
| Q3 2017 | $315,000 | -8.2% | 6,265 | -10.6% | 0.22% | -11.0% |
| Q2 2017 | $343,000 | +2.7% | 7,010 | +0.1% | 0.25% | -2.8% |
| Q1 2017 | $334,000 | +4.0% | 7,005 | -1.4% | 0.25% | -2.7% |
| Q4 2016 | $321,000 | -1.8% | 7,105 | -1.3% | 0.26% | -5.8% |
| Q3 2016 | $327,000 | +44.7% | 7,195 | +47.4% | 0.28% | +42.3% |
| Q2 2016 | $226,000 | – | 4,880 | – | 0.19% | – |
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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% |