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 | $20,792,290 | -4.6% | 287,238 | -2.0% | 6.05% | -2.7% |
| Q2 2023 | $21,799,173 | +1.4% | 293,248 | -0.8% | 6.22% | -5.9% |
| Q1 2023 | $21,497,115 | -10.1% | 295,499 | -10.9% | 6.60% | -8.9% |
| Q4 2022 | $23,912,402 | +9.4% | 331,625 | +0.4% | 7.25% | +2.2% |
| Q3 2022 | $21,856,000 | -3.3% | 330,419 | +2.6% | 7.09% | -5.0% |
| Q2 2022 | $22,603,000 | +22.8% | 321,944 | +35.7% | 7.46% | +41.9% |
| Q1 2022 | $18,402,000 | -8.6% | 237,232 | -4.7% | 5.26% | -9.4% |
| Q4 2021 | $20,137,000 | +40.2% | 248,919 | +27.4% | 5.80% | +32.4% |
| Q3 2021 | $14,363,000 | +0.4% | 195,425 | +0.5% | 4.38% | -6.6% |
| Q2 2021 | $14,311,000 | -3.9% | 194,425 | -9.6% | 4.69% | -11.1% |
| Q1 2021 | $14,887,000 | -16.4% | 215,167 | -18.0% | 5.28% | -24.4% |
| Q4 2020 | $17,805,000 | +6.0% | 262,311 | -0.5% | 6.98% | -7.0% |
| Q3 2020 | $16,801,000 | +5.4% | 263,629 | +0.3% | 7.50% | -7.4% |
| Q2 2020 | $15,943,000 | +16.5% | 262,960 | +3.9% | 8.10% | -5.7% |
| Q1 2020 | $13,681,000 | -31.1% | 253,034 | -16.4% | 8.60% | -23.3% |
| Q4 2019 | $19,861,000 | – | 302,781 | – | 11.21% | – |
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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% |