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 | $4,143,000 | -4.1% | 57,240 | -1.5% | 1.57% | +0.7% |
| Q2 2023 | $4,319,284 | +1.9% | 58,110 | -0.3% | 1.56% | -4.0% |
| Q1 2023 | $4,239,037 | -0.6% | 58,277 | -1.5% | 1.63% | -6.9% |
| Q4 2022 | $4,264,432 | +7.0% | 59,146 | -1.9% | 1.75% | -3.3% |
| Q3 2022 | $3,986,000 | -7.9% | 60,300 | -2.2% | 1.80% | -7.4% |
| Q2 2022 | $4,328,000 | -12.5% | 61,637 | -3.4% | 1.95% | -2.8% |
| Q1 2022 | $4,948,000 | -4.8% | 63,782 | -0.7% | 2.01% | -12.8% |
| Q4 2021 | $5,195,000 | +20.9% | 64,218 | +9.9% | 2.30% | -27.6% |
| Q3 2021 | $4,296,000 | -38.7% | 58,445 | -38.6% | 3.18% | -37.8% |
| Q2 2021 | $7,004,000 | -6.9% | 95,152 | -12.5% | 5.11% | -14.6% |
| Q1 2021 | $7,522,000 | -37.2% | 108,722 | -38.4% | 5.98% | -45.5% |
| Q4 2020 | $11,984,000 | – | 176,558 | – | 10.97% | – |
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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% |