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 | $311,137 | -30.9% | 4,299 | -29.0% | 0.24% | -28.4% |
| Q2 2023 | $450,043 | -46.5% | 6,055 | -47.6% | 0.33% | -51.8% |
| Q1 2023 | $840,661 | -43.9% | 11,557 | -44.3% | 0.68% | -52.1% |
| Q4 2022 | $1,497,246 | -47.8% | 20,766 | -52.2% | 1.42% | -52.8% |
| Q3 2022 | $2,870,000 | -12.8% | 43,417 | -7.4% | 3.01% | -3.7% |
| Q2 2022 | $3,290,000 | -10.9% | 46,865 | -1.6% | 3.12% | +3.2% |
| Q1 2022 | $3,694,000 | -8.2% | 47,622 | -4.3% | 3.03% | +1.6% |
| Q4 2021 | $4,024,000 | – | 49,737 | – | 2.98% | – |
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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% |