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 | $14,186 | -68.5% | 196 | -67.7% | 0.00% | -66.7% |
| Q2 2023 | $45,044 | +2.2% | 606 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $44,080 | +0.9% | 606 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $43,693 | +9.2% | 606 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $40,000 | -50.0% | 606 | -47.1% | 0.01% | -50.0% |
| Q2 2022 | $80,000 | -10.1% | 1,146 | 0.0% | 0.03% | -7.1% |
| Q1 2022 | $89,000 | -4.3% | 1,146 | 0.0% | 0.03% | -6.7% |
| Q4 2021 | $93,000 | +9.4% | 1,146 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $85,000 | 0.0% | 1,146 | 0.0% | 0.03% | -3.2% |
| Q2 2021 | $85,000 | -59.5% | 1,146 | -62.1% | 0.03% | -61.2% |
| Q1 2021 | $210,000 | -17.6% | 3,024 | -19.4% | 0.08% | -23.1% |
| Q4 2020 | $255,000 | -1.9% | 3,753 | -7.9% | 0.10% | -13.3% |
| Q3 2020 | $260,000 | +35.4% | 4,076 | +29.1% | 0.12% | +29.0% |
| Q2 2020 | $192,000 | – | 3,157 | – | 0.09% | – |
| Q1 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2019 | $17,000 | – | 253 | – | 0.01% | – |
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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% |