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 | $45,022,459 | -51.8% | 622,029 | -50.5% | 0.20% | -56.0% |
| Q2 2023 | $93,358,480 | +2551.8% | 1,256,000 | +2495.0% | 0.46% | +2461.1% |
| Q1 2023 | $3,520,616 | -92.4% | 48,400 | -92.5% | 0.02% | -94.7% |
| Q4 2022 | $46,387,698 | -51.0% | 643,380 | -52.2% | 0.34% | -26.7% |
| Q2 2022 | $94,587,000 | +18556.2% | 1,347,200 | +19424.6% | 0.46% | +46000.0% |
| Q3 2021 | $507,000 | -95.9% | 6,900 | -95.9% | 0.00% | -96.4% |
| Q2 2021 | $12,425,000 | -81.6% | 168,800 | -82.7% | 0.03% | -85.9% |
| Q1 2021 | $67,557,000 | +101.9% | 976,400 | +98.1% | 0.20% | +77.7% |
| Q4 2020 | $33,464,000 | – | 492,989 | – | 0.11% | – |
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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% |