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 | $7,849,588 | -20.8% | 108,450 | -18.7% | 1.17% | -8.6% |
| Q2 2023 | $9,917,206 | -3.4% | 133,421 | -5.5% | 1.28% | -4.8% |
| Q1 2023 | $10,270,560 | +7.8% | 141,195 | +6.8% | 1.35% | +2.0% |
| Q4 2022 | $9,528,148 | +14.0% | 132,152 | +4.5% | 1.32% | -1.8% |
| Q3 2022 | $8,361,000 | -5.7% | 126,485 | +0.2% | 1.35% | -0.8% |
| Q2 2022 | $8,865,000 | -9.4% | 126,270 | +0.1% | 1.36% | +3.1% |
| Q1 2022 | $9,787,000 | -6.8% | 126,168 | -2.8% | 1.32% | -5.6% |
| Q4 2021 | $10,499,000 | +6.1% | 129,780 | +0.3% | 1.40% | +4.5% |
| Q3 2021 | $9,892,000 | -36.3% | 129,422 | -38.7% | 1.34% | -37.5% |
| Q2 2021 | $15,530,000 | +10.7% | 210,970 | +4.1% | 2.14% | +2.7% |
| Q1 2021 | $14,025,000 | +10.2% | 202,710 | +8.1% | 2.08% | -5.3% |
| Q4 2020 | $12,725,000 | – | 187,469 | – | 2.20% | – |
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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% |