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 | $8,488,098 | +11.2% | 117,271 | +14.2% | 1.18% | +9.4% |
| Q2 2023 | $7,635,649 | +5.3% | 102,726 | +3.0% | 1.08% | -4.7% |
| Q1 2023 | $7,253,708 | -3.8% | 99,721 | -4.7% | 1.14% | -19.7% |
| Q4 2022 | $7,543,166 | +11.8% | 104,621 | +2.5% | 1.41% | +11.3% |
| Q3 2022 | $6,746,000 | +116.3% | 102,068 | +478.3% | 1.27% | +107.9% |
| Q2 2022 | $3,119,000 | -8.9% | 17,649 | -62.3% | 0.61% | +14.8% |
| Q1 2022 | $3,422,000 | -48.0% | 46,842 | -61.5% | 0.53% | -74.2% |
| Q1 2020 | $6,578,000 | +0.2% | 121,801 | +21.7% | 2.07% | -3.8% |
| Q4 2019 | $6,565,000 | – | 100,077 | – | 2.15% | – |
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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% |