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. | 2,011,232 | $128,920,000 | 77.48% |
| Shelter Ins Retirement Plan | 1,717,600 | $110,098,000 | 56.20% |
| Legacy Financial Advisors, Inc. | 1,897,861 | $121,653,000 | 40.44% |
| Tolleson Wealth Management, Inc. | 1,034,068 | $66,284,000 | 36.12% |
| DOW CHEMICAL CO /DE/ | 2,024,319 | $129,759,000 | 28.94% |
| Financial Advisors, LLC | 697,153 | $44,688,000 | 27.39% |
| VisionPoint Advisory Group, LLC | 1,393,849 | $89,248,000 | 24.46% |
| Personal Wealth Partners | 732,333 | $46,943,000 | 21.67% |
| ARS Wealth Advisors, LLC | 1,038,753 | $66,584,000 | 21.17% |
| Sharkey, Howes & Javer | 704,274 | $45,144,000 | 19.46% |