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 | $422,325 | -16.5% | 5,835 | -14.2% | 0.08% | -12.8% |
Q2 2023 | $505,729 | +47.8% | 6,804 | +45.9% | 0.09% | -11.3% |
Q1 2023 | $342,260 | -56.7% | 4,664 | -57.3% | 0.11% | -58.1% |
Q4 2022 | $790,554 | -36.6% | 10,927 | -42.1% | 0.25% | -48.3% |
Q3 2022 | $1,246,000 | -34.9% | 18,858 | -30.8% | 0.49% | -55.5% |
Q2 2022 | $1,914,000 | +238.8% | 27,266 | +274.4% | 1.10% | +281.6% |
Q1 2022 | $565,000 | +52.3% | 7,282 | +59.0% | 0.29% | +33.3% |
Q4 2021 | $371,000 | -5.8% | 4,580 | -14.6% | 0.22% | +20.0% |
Q3 2021 | $394,000 | 0.0% | 5,362 | +0.1% | 0.18% | +4.7% |
Q2 2021 | $394,000 | -11.3% | 5,359 | -16.4% | 0.17% | -9.5% |
Q1 2021 | $444,000 | -6.1% | 6,411 | -8.0% | 0.19% | -14.0% |
Q4 2020 | $473,000 | -1.9% | 6,971 | -7.8% | 0.22% | -21.9% |
Q3 2020 | $482,000 | +9.5% | 7,561 | +4.2% | 0.28% | +1.8% |
Q2 2020 | $440,000 | +12.2% | 7,257 | -0.0% | 0.28% | -2.1% |
Q1 2020 | $392,000 | -10.5% | 7,258 | +8.7% | 0.28% | +35.2% |
Q4 2019 | $438,000 | +29.6% | 6,675 | +26.8% | 0.21% | +11.7% |
Q3 2019 | $338,000 | +5.3% | 5,265 | +1.1% | 0.19% | +0.5% |
Q2 2019 | $321,000 | +35.4% | 5,207 | +29.4% | 0.19% | +29.0% |
Q1 2019 | $237,000 | – | 4,025 | – | 0.14% | – |
Download |
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% |