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 | $17,821,760 | -0.4% | 246,225 | +2.3% | 2.14% | -1.1% |
| Q2 2023 | $17,885,056 | +4.0% | 240,617 | +1.7% | 2.16% | +0.3% |
| Q1 2023 | $17,201,549 | +36.3% | 236,480 | +35.1% | 2.15% | +25.9% |
| Q4 2022 | $12,621,532 | +17.8% | 175,056 | +8.0% | 1.71% | +10.2% |
| Q3 2022 | $10,718,000 | +36.4% | 162,146 | +44.9% | 1.55% | +30.7% |
| Q2 2022 | $7,856,000 | -5.4% | 111,897 | +4.5% | 1.19% | -1.0% |
| Q1 2022 | $8,303,000 | +47.2% | 107,038 | +53.5% | 1.20% | +59.4% |
| Q4 2021 | $5,642,000 | +13.0% | 69,735 | +2.6% | 0.75% | +9.9% |
| Q3 2021 | $4,994,000 | +6.7% | 67,941 | +6.9% | 0.68% | -0.1% |
| Q2 2021 | $4,679,000 | +18.7% | 63,561 | +11.6% | 0.69% | +20.1% |
| Q1 2021 | $3,941,000 | +26.8% | 56,961 | +24.4% | 0.57% | +17.2% |
| Q4 2020 | $3,108,000 | – | 45,790 | – | 0.49% | – |
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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% |