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 | $228,938 | -2.6% | 3,163 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $235,106 | +2.2% | 3,163 | 0.0% | 0.08% | +1.2% |
| Q1 2023 | $230,077 | -22.2% | 3,163 | -22.9% | 0.08% | -22.1% |
| Q4 2022 | $295,826 | +9.2% | 4,103 | 0.0% | 0.10% | 0.0% |
| Q3 2022 | $271,000 | -5.9% | 4,103 | 0.0% | 0.10% | +6.1% |
| Q2 2022 | $288,000 | -9.4% | 4,103 | 0.0% | 0.10% | +8.9% |
| Q1 2022 | $318,000 | -3.9% | 4,103 | 0.0% | 0.09% | -1.1% |
| Q4 2021 | $331,000 | +6.8% | 4,103 | -2.6% | 0.09% | +1.1% |
| Q3 2021 | $310,000 | 0.0% | 4,213 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $310,000 | +22.0% | 4,213 | +14.6% | 0.09% | +28.6% |
| Q1 2021 | $254,000 | – | 3,677 | – | 0.07% | – |
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% |