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 | $124 | -7.5% | 1,718 | -5.3% | 0.05% | -3.9% |
Q2 2023 | $134 | -5.0% | 1,814 | -6.6% | 0.05% | -12.1% |
Q1 2023 | $141 | 0.0% | 1,942 | -0.8% | 0.06% | -4.9% |
Q4 2022 | $141 | -99.9% | 1,958 | -1.6% | 0.06% | -1.6% |
Q3 2022 | $131,000 | -8.4% | 1,990 | -2.5% | 0.06% | -6.1% |
Q2 2022 | $143,000 | -19.2% | 2,042 | -10.8% | 0.07% | -9.6% |
Q1 2022 | $177,000 | -8.8% | 2,289 | -4.7% | 0.07% | -12.0% |
Q4 2021 | $194,000 | -23.3% | 2,401 | -30.3% | 0.08% | -27.8% |
Q3 2021 | $253,000 | +11.9% | 3,447 | +12.0% | 0.12% | +13.9% |
Q2 2021 | $226,000 | +5.6% | 3,078 | -0.6% | 0.10% | -3.8% |
Q1 2021 | $214,000 | -97.0% | 3,096 | -97.0% | 0.10% | -97.2% |
Q4 2020 | $7,025,000 | -24.3% | 103,495 | -28.9% | 3.76% | -31.2% |
Q3 2020 | $9,282,000 | +4.4% | 145,653 | -0.6% | 5.47% | -13.0% |
Q2 2020 | $8,887,000 | +30.5% | 146,585 | +16.2% | 6.29% | +69.8% |
Q1 2020 | $6,812,000 | -67.3% | 126,139 | -60.3% | 3.70% | -63.6% |
Q4 2019 | $20,863,000 | -28.9% | 318,034 | -30.5% | 10.17% | -42.1% |
Q3 2019 | $29,351,000 | +17.9% | 457,900 | +13.5% | 17.55% | +4.6% |
Q2 2019 | $24,895,000 | +6.0% | 403,299 | +0.9% | 16.78% | +7.7% |
Q1 2019 | $23,496,000 | +10.5% | 399,601 | -1.5% | 15.58% | -7.9% |
Q4 2018 | $21,256,000 | – | 405,649 | – | 16.92% | – |
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% |