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 | $1,095,730 | -1.9% | 15,139 | +2.9% | 0.22% | +3.3% |
| Q2 2023 | $1,117,054 | +10.3% | 14,714 | +6.5% | 0.21% | +0.5% |
| Q1 2023 | $1,012,393 | +11.3% | 13,815 | +9.5% | 0.21% | +1.0% |
| Q4 2022 | $909,701 | +50.6% | 12,617 | +38.2% | 0.21% | +34.0% |
| Q3 2022 | $604,000 | +2.0% | 9,131 | +8.3% | 0.16% | +4.7% |
| Q2 2022 | $592,000 | +18.4% | 8,432 | +31.6% | 0.15% | +34.2% |
| Q1 2022 | $500,000 | +53.8% | 6,406 | +59.4% | 0.11% | +50.0% |
| Q4 2021 | $325,000 | +9.4% | 4,018 | -0.4% | 0.07% | +5.7% |
| Q3 2021 | $297,000 | +15.1% | 4,035 | +15.1% | 0.07% | +7.7% |
| Q2 2021 | $258,000 | -30.8% | 3,507 | -32.5% | 0.06% | -34.3% |
| Q1 2021 | $373,000 | +38.1% | 5,192 | +31.3% | 0.10% | +59.7% |
| Q4 2020 | $270,000 | – | 3,955 | – | 0.06% | – |
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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% |