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 | $146,191,306 | +26.9% | 2,019,775 | +30.4% | 0.71% | +58.7% |
| Q2 2023 | $115,170,257 | +2171.2% | 1,549,446 | +2122.5% | 0.45% | +3633.3% |
| Q1 2023 | $5,070,921 | +8.3% | 69,716 | +7.3% | 0.01% | -60.0% |
| Q4 2022 | $4,683,465 | +8.4% | 64,963 | -0.6% | 0.03% | -42.3% |
| Q3 2022 | $4,319,000 | +2.5% | 65,343 | +8.9% | 0.05% | +10.6% |
| Q2 2022 | $4,213,000 | -0.0% | 60,010 | +10.4% | 0.05% | -27.7% |
| Q1 2022 | $4,215,000 | -1.2% | 54,334 | +3.1% | 0.06% | 0.0% |
| Q4 2021 | $4,265,000 | +21.8% | 52,717 | +10.6% | 0.06% | -15.6% |
| Q3 2021 | $3,503,000 | +18.1% | 47,663 | +18.3% | 0.08% | +18.5% |
| Q2 2021 | $2,965,000 | +12.3% | 40,286 | +5.6% | 0.06% | +3.2% |
| Q1 2021 | $2,641,000 | +3.0% | 38,165 | +1.1% | 0.06% | -23.2% |
| Q4 2020 | $2,563,000 | +472.1% | 37,768 | +453.2% | 0.08% | +256.5% |
| Q4 2019 | $448,000 | -74.6% | 6,827 | -75.2% | 0.02% | -77.9% |
| Q3 2019 | $1,767,000 | – | 27,562 | – | 0.10% | – |
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% |