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 | $361,900 | -4.0% | 5,000 | -1.4% | 0.07% | -5.4% |
| Q2 2023 | $376,853 | -4.9% | 5,070 | -7.0% | 0.07% | -27.5% |
| Q1 2023 | $396,433 | +10.0% | 5,450 | +9.0% | 0.10% | +8.5% |
| Q4 2022 | $360,500 | +8.9% | 5,000 | 0.0% | 0.09% | 0.0% |
| Q3 2022 | $331,000 | -5.7% | 5,000 | 0.0% | 0.09% | -37.7% |
| Q2 2022 | $351,000 | -9.5% | 5,000 | 0.0% | 0.15% | +12.7% |
| Q1 2022 | $388,000 | – | 5,000 | – | 0.13% | – |
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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% |