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 | $5,276,853 | +3.6% | 72,905 | +6.4% | 2.95% | -9.1% |
| Q2 2023 | $5,094,492 | +9.8% | 68,539 | +7.4% | 3.25% | +6.6% |
| Q1 2023 | $4,641,700 | +5.0% | 63,812 | +4.0% | 3.05% | +1.7% |
| Q4 2022 | $4,422,000 | +30.9% | 61,330 | +20.0% | 3.00% | +9.4% |
| Q3 2022 | $3,378,000 | -2.5% | 51,102 | +3.5% | 2.74% | -6.0% |
| Q2 2022 | $3,466,000 | -7.7% | 49,365 | +1.9% | 2.92% | +6.4% |
| Q1 2022 | $3,757,000 | -4.1% | 48,432 | +0.1% | 2.74% | -4.9% |
| Q4 2021 | $3,916,000 | – | 48,403 | – | 2.88% | – |
Download | ||||||
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% |