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 | $9,412,152 | -5.1% | 130,038 | -2.5% | 3.20% | -2.0% |
| Q2 2023 | $9,918,616 | +1.2% | 133,440 | -1.0% | 3.26% | -3.5% |
| Q1 2023 | $9,802,723 | +10.8% | 134,763 | +0.7% | 3.38% | -2.4% |
| Q3 2022 | $8,848,000 | -6.2% | 133,852 | -0.4% | 3.46% | -11.0% |
| Q2 2022 | $9,433,000 | -12.7% | 134,350 | -3.6% | 3.89% | +0.7% |
| Q1 2022 | $10,807,000 | -62.8% | 139,325 | -61.2% | 3.86% | -67.0% |
| Q4 2021 | $29,049,000 | +7.5% | 359,079 | -2.3% | 11.70% | -0.7% |
| Q3 2021 | $27,015,000 | -2.8% | 367,546 | -2.6% | 11.78% | -2.8% |
| Q2 2021 | $27,789,000 | +7.8% | 377,521 | +1.3% | 12.12% | -1.7% |
| Q1 2021 | $25,781,000 | -35.2% | 372,605 | -36.5% | 12.33% | -16.3% |
| Q4 2020 | $39,814,000 | +8.3% | 586,541 | +1.6% | 14.74% | -3.2% |
| Q3 2020 | $36,777,000 | +31.5% | 577,078 | +25.1% | 15.22% | +10.5% |
| Q2 2020 | $27,959,000 | +56.7% | 461,147 | +39.6% | 13.78% | +22.0% |
| Q1 2020 | $17,846,000 | -17.5% | 330,421 | +0.2% | 11.29% | +18.7% |
| Q4 2019 | $21,631,000 | +4.8% | 329,735 | +2.4% | 9.51% | -5.9% |
| Q3 2019 | $20,648,000 | +6.2% | 322,118 | +2.3% | 10.10% | +1.4% |
| Q2 2019 | $19,443,000 | +32.4% | 314,965 | +26.1% | 9.96% | +26.2% |
| Q1 2019 | $14,681,000 | +23.7% | 249,681 | +10.3% | 7.90% | +23.8% |
| Q4 2018 | $11,866,000 | -7.4% | 226,453 | +0.9% | 6.38% | +2.1% |
| Q3 2018 | $12,808,000 | +7.2% | 224,537 | -0.1% | 6.25% | -11.0% |
| Q2 2018 | $11,950,000 | +3.0% | 224,793 | +0.6% | 7.02% | -0.8% |
| Q1 2018 | $11,603,000 | -2.3% | 223,436 | -0.7% | 7.07% | -2.7% |
| Q4 2017 | $11,874,000 | +10.4% | 224,971 | +5.3% | 7.27% | +5.5% |
| Q3 2017 | $10,752,000 | +2.9% | 213,584 | +0.1% | 6.89% | -1.6% |
| Q2 2017 | $10,445,000 | +0.5% | 213,468 | -2.0% | 7.01% | -3.8% |
| Q1 2017 | $10,395,000 | -17.3% | 217,839 | -21.7% | 7.28% | -23.8% |
| Q4 2016 | $12,577,000 | – | 278,125 | – | 9.56% | – |
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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% |