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. | 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% |