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. | 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% |