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 | $13,918 | -25.3% | 192,297 | -23.2% | 0.01% | -25.0% |
| Q2 2023 | $18,622 | +38.2% | 250,532 | +35.2% | 0.01% | +100.0% |
| Q1 2023 | $13,479 | +173.2% | 185,299 | +170.8% | 0.01% | +200.0% |
| Q4 2022 | $4,934 | -99.9% | 68,425 | +3.9% | 0.00% | -60.0% |
| Q3 2022 | $4,352,000 | +62.8% | 65,838 | +72.9% | 0.01% | +150.0% |
| Q2 2022 | $2,673,000 | +11.6% | 38,076 | +17.0% | 0.00% | +100.0% |
| Q2 2021 | $2,395,000 | -89.5% | 32,534 | -90.1% | 0.00% | -91.7% |
| Q1 2021 | $22,808,000 | +260.1% | 329,647 | +233.7% | 0.01% | +200.0% |
| Q3 2019 | $6,333,000 | +223.8% | 98,790 | +211.8% | 0.00% | +300.0% |
| Q2 2019 | $1,956,000 | +184.3% | 31,687 | +170.6% | 0.00% | – |
| Q1 2019 | $688,000 | -10.1% | 11,708 | -19.9% | 0.00% | -100.0% |
| Q4 2018 | $765,000 | +1812.5% | 14,608 | +1960.4% | 0.00% | – |
| Q3 2018 | $40,000 | – | 709 | – | 0.00% | – |
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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% |