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% | – |
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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% |