WMS Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$201,000
-3.8%
2,5860.0%0.03%
-37.8%
Q4 2021$209,000
+2.0%
2,586
-7.2%
0.04%
+50.0%
Q3 2021$205,0002,7860.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 1,466,931$86,256,00055.63%
Tolleson Wealth Management, Inc. 1,110,531$65,299,00045.18%
Legacy Financial Advisors, Inc. 1,817,291$106,857,00036.20%
DOW CHEMICAL CO /DE/ 4,027,402$236,811,00035.76%
Personal Wealth Partners 838,599$51,881,00027.56%
Lee Financial Group Hawaii, Inc. 494,217$29,060,00027.05%
Financial Advisors, LLC 612,063$35,989,00024.58%
ARS Wealth Advisors, LLC 1,023,883$60,204,00019.23%
VisionPoint Advisory Group, LLC 1,160,256$68,223,00019.17%
Mascoma Wealth Management LLC 438,092$25,760,00017.28%
View complete list of ISHARES TR shareholders