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 | $279,644 | +97336.9% | 3,843 | -0.4% | 0.13% | +0.8% |
| Q2 2023 | $287 | +2.1% | 3,857 | 0.0% | 0.13% | -5.2% |
| Q1 2023 | $281 | +8.9% | 3,857 | +7.7% | 0.14% | +1.5% |
| Q4 2022 | $258 | -99.9% | 3,582 | -7.1% | 0.13% | 0.0% |
| Q3 2022 | $256,000 | -5.5% | 3,857 | 0.0% | 0.13% | 0.0% |
| Q2 2022 | $271,000 | -9.4% | 3,857 | 0.0% | 0.13% | +9.9% |
| Q1 2022 | $299,000 | -8.8% | 3,857 | -5.0% | 0.12% | -0.8% |
| Q4 2021 | $328,000 | +10.1% | 4,058 | 0.0% | 0.12% | -3.2% |
| Q3 2021 | $298,000 | -4.8% | 4,058 | 0.0% | 0.13% | -1.6% |
| Q2 2021 | $313,000 | +11.0% | 4,058 | -0.4% | 0.13% | -6.6% |
| Q1 2021 | $282,000 | +2.2% | 4,073 | 0.0% | 0.14% | -2.8% |
| Q4 2020 | $276,000 | +1.5% | 4,073 | 0.0% | 0.14% | -2.1% |
| Q3 2020 | $272,000 | +10.1% | 4,073 | 0.0% | 0.14% | -5.9% |
| Q2 2020 | $247,000 | +4.7% | 4,073 | +2.0% | 0.15% | -3.8% |
| Q1 2020 | $236,000 | +372.0% | 3,993 | +426.8% | 0.16% | +381.8% |
| Q4 2019 | $50,000 | +2.0% | 758 | 0.0% | 0.03% | -5.7% |
| Q3 2019 | $49,000 | +44.1% | 758 | +39.3% | 0.04% | +40.0% |
| Q2 2019 | $34,000 | +6.2% | 544 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $32,000 | +14.3% | 544 | +1.7% | 0.02% | +4.2% |
| Q4 2018 | $28,000 | +12.0% | 535 | +16.3% | 0.02% | +33.3% |
| Q3 2018 | $25,000 | 0.0% | 460 | 0.0% | 0.02% | +12.5% |
| Q2 2018 | $25,000 | +4.2% | 460 | 0.0% | 0.02% | -5.9% |
| Q1 2018 | $24,000 | +14.3% | 460 | +13.9% | 0.02% | 0.0% |
| Q4 2017 | $21,000 | – | 404 | – | 0.02% | – |
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% |