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 | $402,433 | +50.7% | 5,560 | +51.5% | 0.11% | -29.8% |
| Q1 2023 | $266,968 | -29.2% | 3,670 | -29.8% | 0.16% | +43.8% |
| Q4 2022 | $377,053 | +3.3% | 5,230 | -5.3% | 0.11% | -5.9% |
| Q3 2022 | $365,000 | -14.7% | 5,522 | -9.4% | 0.12% | -20.1% |
| Q2 2022 | $428,000 | -33.4% | 6,098 | -26.5% | 0.15% | -38.2% |
| Q1 2022 | $643,000 | -0.8% | 8,292 | +3.5% | 0.24% | +1.7% |
| Q4 2021 | $648,000 | +2.2% | 8,013 | -7.1% | 0.24% | -15.4% |
| Q3 2021 | $634,000 | +122.5% | 8,628 | +122.6% | 0.28% | +68.7% |
| Q2 2021 | $285,000 | +30.1% | 3,876 | +22.7% | 0.17% | -9.8% |
| Q1 2021 | $219,000 | – | 3,158 | – | 0.18% | – |
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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% |