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 | $405,184 | +5.8% | 5,598 | +8.7% | 0.02% | +7.1% |
| Q2 2023 | $382,800 | -2.8% | 5,150 | -4.9% | 0.01% | -12.5% |
| Q1 2023 | $393,960 | +0.9% | 5,416 | 0.0% | 0.02% | -15.8% |
| Q4 2022 | $390,494 | +6.7% | 5,416 | -2.2% | 0.02% | 0.0% |
| Q3 2022 | $366,000 | -6.9% | 5,536 | -1.0% | 0.02% | -9.5% |
| Q2 2022 | $393,000 | +20.9% | 5,591 | +33.6% | 0.02% | +40.0% |
| Q1 2022 | $325,000 | -21.7% | 4,184 | -18.5% | 0.02% | -21.1% |
| Q4 2021 | $415,000 | +5.1% | 5,133 | -4.5% | 0.02% | -5.0% |
| Q3 2021 | $395,000 | +22.3% | 5,373 | +22.5% | 0.02% | +17.6% |
| Q2 2021 | $323,000 | +31.8% | 4,387 | +8.8% | 0.02% | -19.0% |
| Q2 2020 | $245,000 | – | 4,033 | – | 0.02% | – |
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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% |