ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 33 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,109,325 | +3.7% | 139,700 | +6.5% | 4.88% | -13.9% |
| Q2 2023 | $9,752,663 | +11.0% | 131,209 | +8.6% | 5.67% | +5.0% |
| Q1 2023 | $8,783,785 | +3.0% | 120,817 | +2.2% | 5.40% | -2.3% |
| Q4 2022 | $8,527,488 | +18.1% | 118,273 | +8.3% | 5.53% | +15.2% |
| Q3 2022 | $7,220,000 | -4.6% | 109,237 | +1.4% | 4.80% | +3.2% |
| Q2 2022 | $7,567,000 | -33.0% | 107,774 | -26.0% | 4.65% | -40.4% |
| Q1 2022 | $11,299,000 | -3.1% | 145,657 | +1.1% | 7.81% | +4.0% |
| Q4 2021 | $11,660,000 | – | 144,128 | – | 7.51% | – |
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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% |