ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 221 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $392,739,000 | +11.3% | 7,276,320 | +35.3% | 10.76% | +45.3% |
Q4 2019 | $352,931,000 | +2.4% | 5,376,772 | 0.0% | 7.40% | +5.1% |
Q3 2019 | $344,597,000 | +3.8% | 5,376,772 | 0.0% | 7.04% | +2.5% |
Q2 2019 | $331,908,000 | +5.0% | 5,376,772 | 0.0% | 6.87% | -1.3% |
Q1 2019 | $316,154,000 | +12.4% | 5,376,772 | 0.0% | 6.97% | -0.5% |
Q4 2018 | $281,286,000 | -8.2% | 5,376,772 | 0.0% | 7.00% | +7.1% |
Q3 2018 | $306,530,000 | +7.3% | 5,376,772 | 0.0% | 6.54% | +0.5% |
Q2 2018 | $285,722,000 | +2.3% | 5,376,772 | 0.0% | 6.50% | +4.7% |
Q1 2018 | $279,270,000 | -1.6% | 5,376,772 | 0.0% | 6.21% | +3.8% |
Q4 2017 | $283,894,000 | +4.9% | 5,376,772 | 0.0% | 5.98% | +17.7% |
Q3 2017 | $270,720,000 | +2.9% | 5,376,772 | 0.0% | 5.08% | +0.4% |
Q2 2017 | $263,085,000 | +2.5% | 5,376,772 | 0.0% | 5.06% | +1.6% |
Q1 2017 | $256,580,000 | +5.5% | 5,376,772 | 0.0% | 4.98% | +2.9% |
Q4 2016 | $243,138,000 | -0.5% | 5,376,772 | 0.0% | 4.84% | -10.8% |
Q3 2016 | $244,267,000 | -1.7% | 5,376,772 | 0.0% | 5.43% | -12.9% |
Q2 2016 | $248,461,000 | +802.4% | 5,376,772 | +757.9% | 6.23% | +826.0% |
Q1 2016 | $27,534,000 | +5.0% | 626,772 | 0.0% | 0.67% | +0.7% |
Q4 2015 | $26,212,000 | +5.6% | 626,772 | 0.0% | 0.67% | +2.0% |
Q3 2015 | $24,814,000 | -1.8% | 626,772 | 0.0% | 0.66% | +7.6% |
Q2 2015 | $25,271,000 | -2.3% | 626,772 | 0.0% | 0.61% | -4.8% |
Q1 2015 | $25,861,000 | +1.9% | 626,772 | 0.0% | 0.64% | +2.7% |
Q4 2014 | $25,372,000 | +7.4% | 626,772 | 0.0% | 0.62% | +4.0% |
Q3 2014 | $23,617,000 | +1.2% | 626,772 | 0.0% | 0.60% | -0.8% |
Q2 2014 | $23,328,000 | +3.2% | 626,772 | 0.0% | 0.60% | -4.1% |
Q1 2014 | $22,595,000 | +1.6% | 626,772 | 0.0% | 0.63% | +0.5% |
Q4 2013 | $22,250,000 | +7.0% | 626,772 | 0.0% | 0.63% | -2.6% |
Q3 2013 | $20,796,000 | – | 626,772 | – | 0.64% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 2,011,232 | $128,920,000 | 77.48% |
Shelter Ins Retirement Plan | 1,717,600 | $110,098,000 | 56.20% |
Legacy Financial Advisors, Inc. | 1,897,861 | $121,653,000 | 40.44% |
Tolleson Wealth Management, Inc. | 1,034,068 | $66,284,000 | 36.12% |
DOW CHEMICAL CO /DE/ | 2,024,319 | $129,759,000 | 28.94% |
Financial Advisors, LLC | 697,153 | $44,688,000 | 27.39% |
VisionPoint Advisory Group, LLC | 1,393,849 | $89,248,000 | 24.46% |
Personal Wealth Partners | 732,333 | $46,943,000 | 21.67% |
ARS Wealth Advisors, LLC | 1,038,753 | $66,584,000 | 21.17% |
Sharkey, Howes & Javer | 704,274 | $45,144,000 | 19.46% |