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. | 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% |