ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 84 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $334,000 | +7.7% | 8,240 | 0.0% | 0.12% | +3.5% |
| Q3 2014 | $310,000 | +1.0% | 8,240 | 0.0% | 0.12% | +1.8% |
| Q2 2014 | $307,000 | -0.3% | 8,240 | -3.5% | 0.11% | -4.2% |
| Q1 2014 | $308,000 | +2.7% | 8,540 | +1.2% | 0.12% | 0.0% |
| Q4 2013 | $300,000 | -26.3% | 8,440 | -31.0% | 0.12% | -31.8% |
| Q3 2013 | $407,000 | +19.7% | 12,240 | +17.2% | 0.17% | +20.1% |
| Q2 2013 | $340,000 | – | 10,440 | – | 0.14% | – |
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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% |