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 | $181,000 | -2.6% | 2,500 | 0.0% | 0.11% | -7.0% |
| Q2 2023 | $185,825 | +2.2% | 2,500 | 0.0% | 0.12% | +8.5% |
| Q1 2023 | $181,775 | -62.4% | 2,500 | -62.7% | 0.11% | -58.9% |
| Q4 2022 | $483,271 | +9.8% | 6,700 | 0.0% | 0.26% | +8.4% |
| Q3 2022 | $440,000 | -46.4% | 6,700 | -42.7% | 0.24% | -75.5% |
| Q2 2022 | $821,000 | -1.7% | 11,700 | 0.0% | 0.97% | +77.0% |
| Q1 2022 | $835,000 | -3.1% | 11,700 | 0.0% | 0.55% | -30.4% |
| Q4 2021 | $862,000 | – | 11,700 | – | 0.79% | – |
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% |