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 | $390,852 | -2.6% | 5,400 | 0.0% | 0.14% | -5.9% |
| Q2 2023 | $401,382 | +2.2% | 5,400 | 0.0% | 0.15% | -14.0% |
| Q1 2023 | $392,796 | +0.9% | 5,400 | 0.0% | 0.18% | -26.1% |
| Q4 2022 | $389,340 | +9.1% | 5,400 | 0.0% | 0.24% | -9.1% |
| Q3 2022 | $357,000 | -5.8% | 5,400 | 0.0% | 0.26% | -12.3% |
| Q2 2022 | $379,000 | -54.8% | 5,400 | -50.0% | 0.30% | -48.5% |
| Q1 2022 | $838,000 | +91.8% | 10,800 | +100.0% | 0.59% | +75.4% |
| Q4 2021 | $437,000 | +4.3% | 5,400 | 0.0% | 0.33% | 0.0% |
| Q3 2021 | $419,000 | +5.5% | 5,400 | 0.0% | 0.33% | +17.2% |
| Q2 2021 | $397,000 | +6.1% | 5,400 | 0.0% | 0.28% | -3.1% |
| Q1 2021 | $374,000 | +1.9% | 5,400 | 0.0% | 0.29% | -15.8% |
| Q4 2020 | $367,000 | -21.7% | 5,400 | -34.3% | 0.35% | +11.5% |
| Q3 2018 | $469,000 | +7.3% | 8,221 | 0.0% | 0.31% | -0.6% |
| Q2 2018 | $437,000 | +2.3% | 8,221 | 0.0% | 0.32% | -3.4% |
| Q1 2018 | $427,000 | -2.7% | 8,221 | 0.0% | 0.33% | -0.6% |
| Q4 2017 | $439,000 | – | 8,221 | – | 0.33% | – |
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% |