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 | $241,954 | -2.6% | 3,343 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $248,473 | -3.5% | 3,343 | -5.5% | 0.08% | -3.6% |
| Q1 2023 | $257,355 | -49.8% | 3,538 | -50.2% | 0.08% | -54.1% |
| Q4 2022 | $512,446 | +8.8% | 7,107 | -0.3% | 0.18% | +7.0% |
| Q3 2022 | $471,000 | -10.3% | 7,127 | -4.6% | 0.17% | -4.5% |
| Q2 2022 | $525,000 | -9.3% | 7,471 | +0.1% | 0.18% | +5.9% |
| Q1 2022 | $579,000 | -8.2% | 7,467 | -4.3% | 0.17% | -6.6% |
| Q4 2021 | $631,000 | +71.5% | 7,805 | +56.1% | 0.18% | -4.2% |
| Q3 2021 | $368,000 | -35.9% | 5,000 | -35.9% | 0.19% | +5.6% |
| Q2 2021 | $574,000 | -2.4% | 7,802 | -8.2% | 0.18% | -8.7% |
| Q1 2021 | $588,000 | +51.9% | 8,502 | +49.2% | 0.20% | -88.7% |
| Q4 2020 | $387,000 | +6.6% | 5,700 | 0.0% | 1.74% | +4.7% |
| Q3 2020 | $363,000 | – | 5,700 | – | 1.66% | – |
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% |