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 | $515,167 | -2.6% | 7,118 | 0.0% | 0.08% | -3.8% |
| Q2 2023 | $529,046 | +1.6% | 7,118 | -0.6% | 0.08% | -3.7% |
| Q1 2023 | $520,639 | +0.9% | 7,158 | 0.0% | 0.08% | -5.8% |
| Q4 2022 | $516,058 | +9.1% | 7,158 | 0.0% | 0.09% | -6.5% |
| Q3 2022 | $473,000 | -6.0% | 7,158 | 0.0% | 0.09% | -9.8% |
| Q2 2022 | $503,000 | -9.4% | 7,158 | 0.0% | 0.10% | +14.6% |
| Q1 2022 | $555,000 | -4.1% | 7,158 | 0.0% | 0.09% | -3.3% |
| Q4 2021 | $579,000 | +10.1% | 7,158 | 0.0% | 0.09% | +2.2% |
| Q3 2021 | $526,000 | -0.2% | 7,158 | 0.0% | 0.09% | +12.5% |
| Q2 2021 | $527,000 | +126.2% | 7,158 | +96.2% | 0.08% | +27.0% |
| Q3 2020 | $233,000 | -43.6% | 3,649 | -46.4% | 0.06% | -48.8% |
| Q2 2020 | $413,000 | -21.9% | 6,806 | -30.5% | 0.12% | -41.4% |
| Q1 2020 | $529,000 | -18.1% | 9,786 | -0.6% | 0.21% | +8.8% |
| Q4 2019 | $646,000 | +2.4% | 9,847 | 0.0% | 0.19% | -2.5% |
| Q3 2019 | $631,000 | +3.8% | 9,847 | 0.0% | 0.20% | +7.6% |
| Q2 2019 | $608,000 | – | 9,847 | – | 0.18% | – |
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% |