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 | $1,091,925 | -2.8% | 15,086 | -0.2% | 0.56% | +11.3% |
| Q2 2023 | $1,123,646 | +15.7% | 15,117 | +13.2% | 0.51% | +107.4% |
| Q1 2023 | $971,079 | -11.3% | 13,350 | -12.0% | 0.24% | -54.0% |
| Q4 2022 | $1,094,334 | +9.2% | 15,178 | +0.1% | 0.53% | -21.7% |
| Q3 2022 | $1,002,000 | -42.3% | 15,165 | -38.7% | 0.68% | +321.1% |
| Q2 2022 | $1,736,000 | +39.5% | 24,735 | +54.2% | 0.16% | -57.0% |
| Q1 2022 | $1,244,000 | -50.8% | 16,040 | -48.6% | 0.37% | +89.8% |
| Q4 2021 | $2,526,000 | -6.5% | 31,212 | -15.2% | 0.20% | -75.9% |
| Q3 2021 | $2,701,000 | +26.8% | 36,787 | +27.1% | 0.82% | +268.9% |
| Q2 2021 | $2,130,000 | – | 28,938 | – | 0.22% | – |
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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% |