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 | $467,937 | -5.1% | 6,465 | -2.6% | 0.30% | -0.3% |
| Q2 2023 | $493,180 | +0.1% | 6,635 | -2.0% | 0.30% | -5.3% |
| Q1 2023 | $492,595 | +0.9% | 6,772 | 0.0% | 0.32% | -2.2% |
| Q4 2022 | $488,261 | +9.0% | 6,772 | 0.0% | 0.32% | +3.8% |
| Q3 2022 | $448,000 | -5.7% | 6,772 | 0.0% | 0.31% | -2.8% |
| Q2 2022 | $475,000 | -15.2% | 6,772 | -6.2% | 0.32% | +2.9% |
| Q1 2022 | $560,000 | +3.3% | 7,217 | -0.0% | 0.31% | +10.2% |
| Q4 2021 | $542,000 | -8.4% | 7,218 | -4.8% | 0.28% | -2.1% |
| Q3 2021 | $592,000 | +2.8% | 7,579 | -1.3% | 0.29% | -4.9% |
| Q2 2021 | $576,000 | 0.0% | 7,677 | -5.6% | 0.30% | -9.2% |
| Q1 2021 | $576,000 | +0.3% | 8,131 | -3.8% | 0.34% | -7.7% |
| Q4 2020 | $574,000 | -7.1% | 8,449 | -10.6% | 0.36% | -18.0% |
| Q3 2020 | $618,000 | -38.3% | 9,447 | -42.4% | 0.44% | -47.9% |
| Q2 2020 | $1,002,000 | +49.6% | 16,403 | +41.0% | 0.85% | +27.7% |
| Q1 2020 | $670,000 | +81.6% | 11,637 | +107.1% | 0.67% | +100.0% |
| Q4 2019 | $369,000 | – | 5,618 | – | 0.33% | – |
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% |