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 | $973,149 | -0.5% | 13,445 | +2.2% | 0.12% | +9.6% |
Q2 2023 | $977,811 | +1.1% | 13,155 | -1.1% | 0.11% | -7.3% |
Q1 2023 | $967,587 | -6.3% | 13,302 | -7.2% | 0.12% | -9.6% |
Q4 2022 | $1,033,193 | +19.2% | 14,330 | +9.2% | 0.14% | +4.6% |
Q3 2022 | $867,000 | -13.0% | 13,124 | -7.6% | 0.13% | -10.3% |
Q2 2022 | $997,000 | +13.0% | 14,197 | +24.9% | 0.14% | +17.9% |
Q1 2022 | $882,000 | -10.7% | 11,368 | -6.9% | 0.12% | -11.5% |
Q4 2021 | $988,000 | +18.8% | 12,216 | +7.9% | 0.14% | +7.8% |
Q3 2021 | $832,000 | -0.4% | 11,323 | -0.2% | 0.13% | -2.3% |
Q2 2021 | $835,000 | +23.5% | 11,346 | +16.1% | 0.13% | +7.3% |
Q1 2021 | $676,000 | -85.7% | 9,771 | -85.9% | 0.12% | -85.9% |
Q4 2020 | $4,718,000 | -7.6% | 69,507 | -13.2% | 0.87% | -27.1% |
Q3 2020 | $5,106,000 | -4.0% | 80,116 | -8.6% | 1.20% | -13.1% |
Q2 2020 | $5,316,000 | – | 87,675 | – | 1.38% | – |
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% |