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 | $229,083 | -2.6% | 3,165 | 0.0% | 0.16% | +0.6% |
Q2 2023 | $235,254 | +2.2% | 3,165 | 0.0% | 0.15% | -6.7% |
Q1 2023 | $230,222 | +0.9% | 3,165 | 0.0% | 0.16% | -4.6% |
Q4 2022 | $228,197 | +9.2% | 3,165 | 0.0% | 0.17% | +3.6% |
Q3 2022 | $209,000 | -28.4% | 3,165 | -24.0% | 0.17% | -23.7% |
Q2 2022 | $292,000 | -9.6% | 4,165 | 0.0% | 0.22% | +0.5% |
Q1 2022 | $323,000 | -4.2% | 4,165 | 0.0% | 0.22% | +6.9% |
Q4 2021 | $337,000 | +10.1% | 4,165 | 0.0% | 0.20% | -16.4% |
Q3 2021 | $306,000 | -0.3% | 4,165 | 0.0% | 0.24% | +15.6% |
Q2 2021 | $307,000 | -0.6% | 4,165 | -6.7% | 0.21% | -9.4% |
Q1 2021 | $309,000 | -59.1% | 4,465 | -59.8% | 0.23% | -61.3% |
Q4 2020 | $755,000 | -14.3% | 11,117 | -19.6% | 0.60% | -24.6% |
Q3 2020 | $881,000 | +1.5% | 13,821 | -3.5% | 0.80% | -7.3% |
Q2 2020 | $868,000 | -11.2% | 14,322 | -20.8% | 0.86% | -25.6% |
Q1 2020 | $977,000 | -29.2% | 18,089 | -14.0% | 1.16% | -14.2% |
Q4 2019 | $1,380,000 | – | 21,034 | – | 1.35% | – |
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% |