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 | $3,863,716 | -10.7% | 53,381 | -8.3% | 0.64% | -6.7% |
Q2 2023 | $4,328,161 | -13.2% | 58,229 | -15.0% | 0.69% | -17.6% |
Q1 2023 | $4,983,708 | -7.3% | 68,514 | -8.1% | 0.84% | -9.8% |
Q4 2022 | $5,377,938 | +6.9% | 74,590 | -2.0% | 0.93% | -2.3% |
Q3 2022 | $5,033,000 | -12.5% | 76,145 | -7.0% | 0.95% | -7.1% |
Q2 2022 | $5,751,000 | -13.6% | 81,903 | -4.6% | 1.02% | -0.4% |
Q1 2022 | $6,660,000 | -12.1% | 85,858 | -8.3% | 1.03% | -8.0% |
Q4 2021 | $7,576,000 | +4.1% | 93,650 | -5.4% | 1.12% | -4.8% |
Q3 2021 | $7,275,000 | -15.8% | 98,981 | -15.6% | 1.18% | -16.9% |
Q2 2021 | $8,637,000 | -6.9% | 117,334 | -12.5% | 1.42% | -11.4% |
Q1 2021 | $9,280,000 | +3.9% | 134,114 | +1.9% | 1.60% | -0.5% |
Q4 2020 | $8,933,000 | +32.1% | 131,604 | +24.0% | 1.61% | +19.8% |
Q3 2020 | $6,761,000 | +7.4% | 106,094 | +2.2% | 1.34% | +1.7% |
Q2 2020 | $6,296,000 | +16.0% | 103,853 | +3.3% | 1.32% | -0.5% |
Q1 2020 | $5,427,000 | -9.5% | 100,518 | +9.9% | 1.32% | +12.7% |
Q4 2019 | $5,999,000 | +9.9% | 91,456 | +7.4% | 1.18% | +7.3% |
Q3 2019 | $5,459,000 | – | 85,174 | – | 1.10% | – |
Download |
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% |