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 | $589,463 | +26.4% | 8,144 | +29.8% | 0.01% | +62.5% |
| Q2 2023 | $466,495 | -88.7% | 6,276 | -88.9% | 0.01% | -86.2% |
| Q1 2023 | $4,119,145 | +10.2% | 56,628 | +9.3% | 0.06% | +16.0% |
| Q4 2022 | $3,736,655 | +155.1% | 51,826 | +133.9% | 0.05% | +138.1% |
| Q3 2022 | $1,465,000 | +374.1% | 22,156 | +402.6% | 0.02% | +320.0% |
| Q2 2022 | $309,000 | -9.6% | 4,408 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $342,000 | -1.4% | 4,408 | +2.7% | 0.01% | -16.7% |
| Q4 2021 | $347,000 | +6.8% | 4,293 | -3.0% | 0.01% | +50.0% |
| Q3 2021 | $325,000 | +0.6% | 4,424 | +0.8% | 0.00% | 0.0% |
| Q2 2021 | $323,000 | +7.0% | 4,388 | +0.6% | 0.00% | 0.0% |
| Q1 2021 | $302,000 | +3.8% | 4,360 | +1.6% | 0.00% | 0.0% |
| Q4 2020 | $291,000 | +6.2% | 4,293 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $274,000 | – | 4,293 | – | 0.01% | – |
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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% |