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 | $202,160 | -17.4% | 2,793 | -15.1% | 0.08% | -15.0% |
Q2 2023 | $244,623 | +5.6% | 3,291 | +3.3% | 0.10% | +3.1% |
Q1 2023 | $231,751 | -31.7% | 3,186 | -32.3% | 0.10% | -34.9% |
Q4 2022 | $339,519 | -38.9% | 4,709 | -44.1% | 0.15% | -43.3% |
Q3 2022 | $556,000 | 0.0% | 8,419 | +6.4% | 0.26% | +1.5% |
Q2 2022 | $556,000 | -27.0% | 7,913 | -16.0% | 0.26% | -24.3% |
Q1 2022 | $762,000 | 0.0% | 9,415 | 0.0% | 0.34% | 0.0% |
Q4 2021 | $762,000 | +26.2% | 9,415 | +14.6% | 0.34% | +0.6% |
Q3 2021 | $604,000 | +8.6% | 8,214 | +8.7% | 0.34% | +4.6% |
Q2 2021 | $556,000 | -24.4% | 7,557 | -25.8% | 0.32% | -31.9% |
Q1 2021 | $735,000 | -61.6% | 10,178 | -63.8% | 0.48% | -71.0% |
Q4 2020 | $1,915,000 | – | 28,152 | – | 1.65% | – |
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% |