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 | $2,344,175 | -5.3% | 32,387 | -2.8% | 0.53% | -2.9% |
| Q2 2023 | $2,475,202 | -0.6% | 33,336 | -2.6% | 0.54% | -6.0% |
| Q1 2023 | $2,489,749 | -2.3% | 34,228 | -2.1% | 0.58% | -3.5% |
| Q4 2022 | $2,549,395 | +8.4% | 34,962 | -1.7% | 0.60% | -7.3% |
| Q3 2022 | $2,352,000 | -10.0% | 35,584 | -3.3% | 0.65% | -3.0% |
| Q2 2022 | $2,614,000 | -11.1% | 36,793 | -2.2% | 0.67% | +3.9% |
| Q1 2022 | $2,940,000 | +0.4% | 37,610 | -3.4% | 0.64% | -2.3% |
| Q4 2021 | $2,928,000 | -1.6% | 38,941 | -1.0% | 0.66% | +0.2% |
| Q3 2021 | $2,977,000 | -4.2% | 39,326 | -3.2% | 0.66% | -7.7% |
| Q2 2021 | $3,107,000 | +3.3% | 40,623 | -2.1% | 0.71% | -4.7% |
| Q1 2021 | $3,009,000 | +1.6% | 41,514 | -5.2% | 0.75% | -12.7% |
| Q4 2020 | $2,962,000 | +0.9% | 43,786 | -3.8% | 0.86% | -22.3% |
| Q3 2020 | $2,936,000 | -0.6% | 45,499 | -3.2% | 1.10% | -6.2% |
| Q2 2020 | $2,955,000 | +30.2% | 46,998 | +10.0% | 1.17% | -0.3% |
| Q1 2020 | $2,269,000 | -14.4% | 42,736 | +7.7% | 1.18% | +11.4% |
| Q4 2019 | $2,651,000 | +4.3% | 39,675 | -0.5% | 1.06% | -6.0% |
| Q3 2019 | $2,542,000 | +10.6% | 39,855 | +8.7% | 1.12% | +8.7% |
| Q2 2019 | $2,298,000 | +3.8% | 36,661 | -2.2% | 1.03% | +3.0% |
| Q1 2019 | $2,213,000 | +13.7% | 37,497 | +9.9% | 1.00% | +10.5% |
| Q4 2018 | $1,947,000 | -2.0% | 34,131 | -2.0% | 0.91% | -1.1% |
| Q3 2018 | $1,987,000 | +15.3% | 34,835 | +7.5% | 0.92% | +7.6% |
| Q2 2018 | $1,723,000 | +77.3% | 32,417 | +73.4% | 0.85% | +69.1% |
| Q1 2018 | $972,000 | +75.1% | 18,690 | +77.9% | 0.50% | +78.4% |
| Q4 2017 | $555,000 | – | 10,507 | – | 0.28% | – |
Download | ||||||
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% |