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 | $1,214,494 | -20.8% | 16,779 | -18.6% | 0.06% | -20.3% |
| Q2 2023 | $1,532,773 | +51.6% | 20,621 | +48.4% | 0.08% | +23.4% |
| Q1 2023 | $1,010,947 | +50.3% | 13,898 | +49.0% | 0.06% | +33.3% |
| Q4 2022 | $672,447 | -25.9% | 9,326 | -32.1% | 0.05% | -30.4% |
| Q3 2022 | $908,000 | -15.5% | 13,744 | -10.3% | 0.07% | -14.8% |
| Q2 2022 | $1,075,000 | -10.1% | 15,314 | -0.7% | 0.08% | +5.2% |
| Q1 2022 | $1,196,000 | -5.2% | 15,416 | -1.2% | 0.08% | +4.1% |
| Q4 2021 | $1,262,000 | -26.5% | 15,603 | -33.1% | 0.07% | -37.8% |
| Q3 2021 | $1,716,000 | +11.1% | 23,340 | +11.2% | 0.12% | -6.3% |
| Q2 2021 | $1,545,000 | +1636.0% | 20,992 | +1422.3% | 0.13% | +568.4% |
| Q3 2020 | $89,000 | -100.0% | 1,379 | -67.7% | 0.02% | -72.5% |
| Q1 2020 | $247,489,000 | +146.8% | 4,271 | +182.7% | 0.07% | +187.5% |
| Q4 2019 | $100,299,000 | -3.9% | 1,511 | -8.2% | 0.02% | -22.6% |
| Q3 2019 | $104,388,000 | -38.4% | 1,646 | -42.7% | 0.03% | -49.2% |
| Q1 2019 | $169,479,000 | – | 2,873 | – | 0.06% | – |
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% |