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 | $1,870,408 | -2.6% | 25,841 | 0.0% | 0.57% | +0.2% |
| Q2 2023 | $1,920,799 | -10.8% | 25,841 | -12.7% | 0.57% | -22.0% |
| Q1 2023 | $2,154,019 | -15.7% | 29,613 | -16.5% | 0.74% | -28.1% |
| Q4 2022 | $2,555,950 | +9.2% | 35,450 | +0.1% | 1.02% | +4.5% |
| Q3 2022 | $2,340,000 | -5.9% | 35,407 | -0.0% | 0.98% | -10.0% |
| Q2 2022 | $2,486,000 | -11.0% | 35,415 | -1.7% | 1.09% | +9.6% |
| Q1 2022 | $2,793,000 | -11.7% | 36,012 | -7.9% | 0.99% | -7.5% |
| Q4 2021 | $3,164,000 | -53.5% | 39,105 | -57.8% | 1.07% | -58.0% |
| Q3 2021 | $6,805,000 | -3.5% | 92,583 | -3.3% | 2.55% | -22.5% |
| Q2 2021 | $7,050,000 | -10.9% | 95,774 | -16.3% | 3.29% | +427.0% |
| Q1 2021 | $7,915,000 | -27.6% | 114,401 | -28.9% | 0.62% | -61.4% |
| Q4 2020 | $10,926,000 | +1.9% | 160,960 | -4.3% | 1.62% | -0.4% |
| Q3 2020 | $10,723,000 | +2.1% | 168,262 | -2.9% | 1.63% | -44.1% |
| Q2 2020 | $10,504,000 | -43.9% | 173,240 | -50.1% | 2.91% | -42.7% |
| Q1 2020 | $18,740,000 | +44.3% | 346,984 | +75.3% | 5.08% | +16.2% |
| Q4 2019 | $12,983,000 | -7.7% | 197,918 | -9.8% | 4.37% | -21.4% |
| Q3 2019 | $14,062,000 | +0.8% | 219,382 | -2.9% | 5.56% | +9.5% |
| Q2 2019 | $13,953,000 | +6.3% | 226,039 | +1.2% | 5.08% | +0.4% |
| Q1 2019 | $13,128,000 | +7.4% | 223,260 | -4.3% | 5.06% | -29.3% |
| Q4 2018 | $12,219,000 | -29.9% | 233,194 | -23.7% | 7.15% | -13.1% |
| Q3 2018 | $17,438,000 | +4.2% | 305,708 | -2.9% | 8.23% | +0.7% |
| Q2 2018 | $16,740,000 | -0.8% | 314,904 | -3.1% | 8.17% | -14.1% |
| Q1 2018 | $16,872,000 | +1.0% | 324,901 | +2.7% | 9.52% | +0.9% |
| Q4 2017 | $16,702,000 | +6.1% | 316,437 | +1.2% | 9.43% | +14.7% |
| Q3 2017 | $15,738,000 | +4.2% | 312,644 | +1.3% | 8.22% | -13.8% |
| Q2 2017 | $15,108,000 | +1.7% | 308,758 | -0.8% | 9.54% | +1.7% |
| Q1 2017 | $14,859,000 | +7.5% | 311,369 | +1.8% | 9.38% | +0.6% |
| Q4 2016 | $13,825,000 | -21.6% | 305,732 | -21.2% | 9.32% | -27.5% |
| Q3 2016 | $17,631,000 | -3.1% | 388,082 | -1.4% | 12.86% | -26.3% |
| Q2 2016 | $18,192,000 | +4.2% | 393,672 | -0.9% | 17.45% | +39.6% |
| Q1 2016 | $17,457,000 | +30.8% | 397,382 | +24.5% | 12.50% | +29.9% |
| Q4 2015 | $13,344,000 | – | 319,076 | – | 9.62% | – |
Download | ||||||
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% |