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 | $26,775,172 | +3.9% | 369,925 | +6.7% | 0.38% | +3.8% |
| Q2 2023 | $25,777,124 | +7.2% | 346,793 | +4.9% | 0.37% | -3.6% |
| Q1 2023 | $24,043,334 | -9.2% | 330,538 | -10.0% | 0.38% | -16.7% |
| Q4 2022 | $26,487,882 | +41.2% | 367,377 | +29.4% | 0.46% | +25.6% |
| Q3 2022 | $18,760,000 | -6.5% | 283,811 | -0.7% | 0.37% | -4.2% |
| Q2 2022 | $20,064,000 | -11.6% | 285,773 | -2.3% | 0.38% | +3.2% |
| Q1 2022 | $22,685,000 | -19.8% | 292,451 | -16.3% | 0.37% | -16.6% |
| Q4 2021 | $28,280,000 | +10.7% | 349,569 | +0.6% | 0.44% | +2.1% |
| Q3 2021 | $25,545,000 | -2.4% | 347,547 | -2.3% | 0.44% | -3.3% |
| Q2 2021 | $26,186,000 | -1.7% | 355,749 | -7.6% | 0.45% | -19.9% |
| Q1 2021 | $26,633,000 | -17.9% | 384,914 | -19.5% | 0.56% | -23.8% |
| Q4 2020 | $32,447,000 | -39.4% | 478,008 | -43.1% | 0.74% | -46.5% |
| Q3 2020 | $53,567,000 | +1.3% | 840,543 | -3.6% | 1.38% | -9.2% |
| Q2 2020 | $52,863,000 | +22.6% | 871,897 | +9.2% | 1.52% | -1.7% |
| Q1 2020 | $43,107,000 | -7.4% | 798,130 | +12.5% | 1.55% | +13.8% |
| Q4 2019 | $46,533,000 | – | 709,342 | – | 1.36% | – |
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% |