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 | $5,656,425 | -4.0% | 78,149 | -1.4% | 6.20% | -3.0% |
| Q2 2023 | $5,893,775 | -10.2% | 79,292 | -12.1% | 6.40% | -14.0% |
| Q1 2023 | $6,563,000 | +0.9% | 90,226 | 0.0% | 7.44% | +69.7% |
| Q4 2022 | $6,505,000 | +8.9% | 90,226 | -0.1% | 4.38% | -2.2% |
| Q3 2022 | $5,971,000 | -4.8% | 90,333 | +1.1% | 4.48% | -2.8% |
| Q2 2022 | $6,272,000 | -7.6% | 89,332 | +2.1% | 4.61% | +16.0% |
| Q1 2022 | $6,789,000 | -4.1% | 87,525 | 0.0% | 3.97% | +2.9% |
| Q4 2021 | $7,081,000 | +12.6% | 87,525 | +2.3% | 3.86% | +7.3% |
| Q3 2021 | $6,286,000 | +10.1% | 85,523 | +10.3% | 3.60% | +10.1% |
| Q2 2021 | $5,708,000 | +656.0% | 77,541 | +611.1% | 3.27% | +601.9% |
| Q1 2021 | $755,000 | – | 10,905 | – | 0.47% | – |
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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% |