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 | $1,581,891 | -17.1% | 21,855 | -14.8% | 1.21% | -14.8% |
| Q2 2023 | $1,907,173 | +4.1% | 25,658 | +3.8% | 1.42% | -0.6% |
| Q1 2023 | $1,831,280 | +44.1% | 24,730 | +40.3% | 1.43% | +33.4% |
| Q4 2022 | $1,270,687 | +13.3% | 17,624 | +3.8% | 1.07% | +2.9% |
| Q3 2022 | $1,122,000 | -6.5% | 16,974 | +4.1% | 1.04% | +7.1% |
| Q2 2022 | $1,200,000 | +12.7% | 16,312 | +18.8% | 0.97% | +20.8% |
| Q1 2022 | $1,065,000 | -8.9% | 13,726 | -5.0% | 0.81% | -7.9% |
| Q4 2021 | $1,169,000 | +61.7% | 14,449 | +38.3% | 0.88% | +30.0% |
| Q1 2021 | $723,000 | -48.6% | 10,449 | -49.6% | 0.67% | -55.7% |
| Q4 2020 | $1,406,000 | – | 20,713 | – | 1.52% | – |
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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% |