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 | $16,421 | -48.0% | 227 | -46.5% | 0.01% | -42.9% |
| Q2 2023 | $31,551 | -2.2% | 424 | -4.5% | 0.02% | 0.0% |
| Q1 2023 | $32,264 | +30.2% | 444 | +29.1% | 0.02% | +10.5% |
| Q4 2022 | $24,777 | +7.7% | 344 | +0.6% | 0.02% | +18.8% |
| Q3 2022 | $23,000 | +109.1% | 342 | +112.4% | 0.02% | +128.6% |
| Q2 2022 | $11,000 | -31.2% | 161 | -19.9% | 0.01% | -22.2% |
| Q1 2022 | $16,000 | -40.7% | 201 | -40.2% | 0.01% | -43.8% |
| Q4 2021 | $27,000 | +145.5% | 336 | +133.3% | 0.02% | +128.6% |
| Q3 2021 | $11,000 | 0.0% | 144 | 0.0% | 0.01% | +16.7% |
| Q2 2021 | $11,000 | 0.0% | 144 | -13.3% | 0.01% | -25.0% |
| Q1 2021 | $11,000 | +266.7% | 166 | +315.0% | 0.01% | +166.7% |
| Q4 2020 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | +50.0% | 40 | +2.6% | 0.00% | +50.0% |
| Q2 2020 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $2,000 | – | 39 | – | 0.00% | – |
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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% |