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 | $384,436 | -6.1% | 5,350 | -3.9% | 0.09% | -6.9% |
| Q2 2023 | $409,591 | -73.9% | 5,568 | -72.2% | 0.10% | -72.6% |
| Q1 2022 | $1,567,000 | +10.0% | 19,998 | +12.9% | 0.37% | -6.8% |
| Q4 2021 | $1,424,000 | +3.9% | 17,708 | -4.1% | 0.40% | -17.4% |
| Q3 2021 | $1,371,000 | +13.0% | 18,460 | +12.0% | 0.48% | +15.7% |
| Q2 2021 | $1,213,000 | -35.2% | 16,482 | -37.9% | 0.41% | -16.6% |
| Q1 2021 | $1,872,000 | -3.5% | 26,552 | -8.4% | 0.50% | -28.9% |
| Q4 2020 | $1,940,000 | -23.0% | 28,982 | -26.7% | 0.70% | -32.3% |
| Q3 2020 | $2,520,000 | -50.1% | 39,548 | -52.5% | 1.03% | -57.9% |
| Q2 2020 | $5,048,000 | +16.2% | 83,267 | +6.1% | 2.44% | -18.5% |
| Q1 2020 | $4,344,000 | – | 78,448 | – | 2.99% | – |
Download | ||||||
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% |