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 | $2,016 | -4.4% | 27,701 | -2.4% | 0.48% | -4.7% |
| Q2 2023 | $2,109 | -43.2% | 28,368 | -44.4% | 0.51% | -47.0% |
| Q1 2023 | $3,711 | -33.4% | 51,011 | -34.0% | 0.96% | -36.4% |
| Q4 2022 | $5,572 | -99.9% | 77,275 | -6.9% | 1.51% | -8.7% |
| Q3 2022 | $5,484,000 | -21.5% | 82,961 | -16.6% | 1.65% | -16.3% |
| Q2 2022 | $6,987,000 | +38.7% | 99,510 | +53.2% | 1.98% | +32.2% |
| Q1 2022 | $5,039,000 | -4.1% | 64,960 | 0.0% | 1.50% | +5.7% |
| Q4 2021 | $5,255,000 | +9.9% | 64,960 | -0.1% | 1.42% | +4.7% |
| Q3 2021 | $4,780,000 | -0.9% | 65,038 | -0.8% | 1.35% | +4.0% |
| Q2 2021 | $4,824,000 | +4.6% | 65,538 | -1.7% | 1.30% | -6.7% |
| Q1 2021 | $4,613,000 | +0.3% | 66,668 | -1.6% | 1.39% | -8.6% |
| Q4 2020 | $4,599,000 | +20.7% | 67,751 | +13.3% | 1.52% | -1.0% |
| Q3 2020 | $3,811,000 | +3.2% | 59,796 | -1.8% | 1.54% | -4.7% |
| Q2 2020 | $3,693,000 | -30.5% | 60,908 | -38.1% | 1.62% | -30.3% |
| Q1 2020 | $5,311,000 | -91.8% | 98,329 | -90.1% | 2.32% | -92.6% |
| Q4 2019 | $65,092,000 | -1.8% | 992,252 | -4.0% | 31.51% | -12.8% |
| Q3 2019 | $66,284,000 | -2.2% | 1,034,068 | -5.8% | 36.12% | -22.7% |
| Q2 2019 | $67,776,000 | +3.8% | 1,097,945 | -1.1% | 46.71% | +3.4% |
| Q1 2019 | $65,299,000 | +8.5% | 1,110,531 | -3.2% | 45.18% | +27.7% |
| Q4 2018 | $60,169,000 | – | 1,147,557 | – | 35.39% | – |
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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% |