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 2019 | $11,478,000 | +33.2% | 179,064 | +28.3% | 0.06% | +33.3% |
| Q2 2019 | $8,616,000 | +11.8% | 139,580 | +6.5% | 0.04% | +9.8% |
| Q1 2019 | $7,709,000 | +25.5% | 131,110 | +11.8% | 0.04% | +17.1% |
| Q4 2018 | $6,145,000 | -5.3% | 117,266 | +3.0% | 0.04% | +2.9% |
| Q3 2018 | $6,492,000 | +9.1% | 113,819 | +1.7% | 0.03% | +3.0% |
| Q2 2018 | $5,952,000 | -38.3% | 111,962 | -39.7% | 0.03% | -38.9% |
| Q1 2018 | $9,639,000 | +11.7% | 185,611 | +13.5% | 0.05% | +8.0% |
| Q4 2017 | $8,629,000 | +30.8% | 163,492 | +24.8% | 0.05% | +28.2% |
| Q3 2017 | $6,595,000 | +24.3% | 131,014 | +20.8% | 0.04% | +21.9% |
| Q2 2017 | $5,306,000 | +8.0% | 108,441 | +5.4% | 0.03% | +3.2% |
| Q1 2017 | $4,912,000 | +73.2% | 102,923 | +64.0% | 0.03% | +82.4% |
| Q4 2016 | $2,836,000 | +87.1% | 62,745 | +87.9% | 0.02% | +88.9% |
| Q3 2016 | $1,516,000 | +21.8% | 33,390 | +23.8% | 0.01% | +12.5% |
| Q2 2016 | $1,245,000 | +49.8% | 26,968 | +42.5% | 0.01% | +60.0% |
| Q1 2016 | $831,000 | – | 18,919 | – | 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% |