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. | 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% |