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 | $1,385,236 | +8.2% | 19,138 | +11.1% | 1.24% | +6.1% |
| Q2 2023 | $1,280,363 | +3.8% | 17,225 | +1.6% | 1.17% | -5.3% |
| Q1 2023 | $1,233,075 | +10.9% | 16,952 | +9.9% | 1.24% | +1.2% |
| Q4 2022 | $1,111,873 | +17.5% | 15,421 | +7.8% | 1.22% | +6.7% |
| Q3 2022 | $946,000 | -1.0% | 14,309 | +5.1% | 1.15% | -0.4% |
| Q2 2022 | $956,000 | -4.6% | 13,613 | +5.4% | 1.15% | +9.4% |
| Q1 2022 | $1,002,000 | -13.3% | 12,914 | -9.6% | 1.05% | -9.9% |
| Q4 2021 | $1,156,000 | – | 14,288 | – | 1.17% | – |
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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% |