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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,902 | -2.6% | 123 | 0.0% | 0.00% | – |
| Q2 2023 | $9,142 | +2.2% | 123 | 0.0% | 0.00% | – |
| Q1 2023 | $8,947 | +0.9% | 123 | 0.0% | 0.00% | – |
| Q4 2022 | $8,868 | – | 123 | +1018.2% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 11 | -78.4% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 51 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 51 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | -88.5% | 51 | -89.4% | 0.00% | – |
| Q1 2020 | $26,000 | -16.1% | 482 | 0.0% | 0.00% | – |
| Q4 2019 | $31,000 | +933.3% | 482 | +845.1% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 51 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | -87.0% | 51 | -89.7% | 0.00% | – |
| Q1 2017 | $23,000 | +4.5% | 494 | 0.0% | 0.00% | – |
| Q4 2016 | $22,000 | 0.0% | 494 | 0.0% | 0.00% | – |
| Q3 2016 | $22,000 | 0.0% | 494 | 0.0% | 0.00% | – |
| Q2 2016 | $22,000 | – | 494 | – | 0.00% | – |
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% |