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 | $1,918,626 | -2.6% | 26,508 | 0.0% | 0.92% | +1.8% |
Q2 2023 | $1,970,316 | +2.1% | 26,508 | -0.1% | 0.91% | -0.9% |
Q1 2023 | $1,930,000 | -3.5% | 26,533 | -4.3% | 0.91% | -7.8% |
Q4 2022 | $1,999,893 | +9.1% | 27,738 | +0.0% | 0.99% | +10.1% |
Q3 2022 | $1,833,000 | -7.2% | 27,736 | -1.5% | 0.90% | -5.1% |
Q2 2022 | $1,976,000 | -9.5% | 28,151 | +0.0% | 0.95% | +7.7% |
Q1 2022 | $2,183,000 | -8.4% | 28,148 | -4.5% | 0.88% | +15.2% |
Q4 2021 | $2,384,000 | +8.2% | 29,473 | -1.7% | 0.76% | +1.3% |
Q3 2021 | $2,204,000 | -3.0% | 29,990 | -2.9% | 0.75% | +1.5% |
Q2 2021 | $2,273,000 | +7.8% | 30,874 | +1.3% | 0.74% | -6.5% |
Q1 2021 | $2,108,000 | +11.8% | 30,473 | +9.7% | 0.80% | -18.3% |
Q4 2020 | $1,886,000 | +6.6% | 27,777 | +0.0% | 0.97% | -2.0% |
Q3 2020 | $1,770,000 | +7.5% | 27,769 | +2.2% | 0.99% | -4.2% |
Q2 2020 | $1,647,000 | +19.6% | 27,164 | +6.5% | 1.04% | +0.8% |
Q1 2020 | $1,377,000 | +83.4% | 25,498 | +122.7% | 1.03% | +69.5% |
Q4 2019 | $751,000 | -0.3% | 11,448 | -2.6% | 0.61% | +6.5% |
Q3 2019 | $753,000 | +3.9% | 11,748 | 0.0% | 0.57% | +1.6% |
Q2 2019 | $725,000 | +4.5% | 11,748 | -0.5% | 0.56% | 0.0% |
Q1 2019 | $694,000 | +156.1% | 11,805 | +128.6% | 0.56% | +82.7% |
Q4 2018 | $271,000 | – | 5,163 | – | 0.31% | – |
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% |