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 | $411,080 | -84.2% | 5,679 | -83.8% | 0.36% | -80.3% |
| Q2 2023 | $2,606,795 | +735.9% | 35,071 | +718.1% | 1.81% | +581.5% |
| Q1 2023 | $311,843 | -22.3% | 4,287 | -23.0% | 0.26% | -20.4% |
| Q4 2022 | $401,545 | +9.4% | 5,569 | +0.2% | 0.33% | -14.6% |
| Q3 2022 | $367,000 | -10.5% | 5,557 | -4.8% | 0.39% | +21.9% |
| Q2 2022 | $410,000 | -40.6% | 5,838 | -44.6% | 0.32% | -30.1% |
| Q3 2021 | $690,000 | -7.0% | 10,541 | +4.6% | 0.46% | +1.6% |
| Q2 2021 | $742,000 | -52.3% | 10,079 | -56.0% | 0.45% | -65.2% |
| Q4 2020 | $1,557,000 | -10.9% | 22,932 | -20.5% | 1.30% | -19.3% |
| Q3 2020 | $1,748,000 | 0.0% | 28,837 | 0.0% | 1.60% | 0.0% |
| Q2 2020 | $1,748,000 | -99.9% | 28,837 | -3.6% | 1.60% | +6.3% |
| Q1 2020 | $1,643,269,000 | -2.5% | 29,910 | +16.4% | 1.51% | +3.1% |
| Q4 2019 | $1,686,081,000 | +328570.8% | 25,686 | +288.5% | 1.46% | +410.1% |
| Q1 1987 | $513,000 | – | 6,611 | – | 0.29% | – |
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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% |