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 | $427,115 | -2.6% | 5,901 | 0.0% | 0.03% | +3.1% |
| Q2 2023 | $438,622 | +2.2% | 5,901 | 0.0% | 0.03% | -3.0% |
| Q1 2023 | $429,239 | +0.9% | 5,901 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $425,462 | -15.8% | 5,901 | -22.7% | 0.03% | -22.7% |
| Q3 2022 | $505,000 | -3.3% | 7,635 | +2.8% | 0.04% | +7.3% |
| Q2 2022 | $522,000 | -9.4% | 7,430 | 0.0% | 0.04% | +2.5% |
| Q1 2022 | $576,000 | -4.2% | 7,430 | 0.0% | 0.04% | +2.6% |
| Q4 2021 | $601,000 | +10.1% | 7,430 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $546,000 | -0.2% | 7,430 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $547,000 | +6.4% | 7,430 | 0.0% | 0.04% | -2.5% |
| Q1 2021 | $514,000 | +2.0% | 7,430 | 0.0% | 0.04% | -4.8% |
| Q4 2020 | $504,000 | – | 7,430 | – | 0.04% | – |
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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% |