Capital Planning Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 760 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.92 and the average weighting 2.1%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$512,0000.0%6,9600.0%0.11%
+1.0%
Q2 2021$512,000
+152.2%
6,960
+118.9%
0.10%
+87.5%
Q3 2020$203,000
-2.9%
3,1800.0%0.06%
+1.8%
Q4 2019$209,000
+2.5%
3,1800.0%0.06%
-6.8%
Q3 2019$204,0003,1800.06%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 2,011,232$128,920,00077.48%
Shelter Ins Retirement Plan 1,717,600$110,098,00056.20%
Legacy Financial Advisors, Inc. 1,897,861$121,653,00040.44%
Tolleson Wealth Management, Inc. 1,034,068$66,284,00036.12%
DOW CHEMICAL CO /DE/ 2,024,319$129,759,00028.94%
Financial Advisors, LLC 697,153$44,688,00027.39%
VisionPoint Advisory Group, LLC 1,393,849$89,248,00024.46%
Personal Wealth Partners 732,333$46,943,00021.67%
ARS Wealth Advisors, LLC 1,038,753$66,584,00021.17%
Sharkey, Howes & Javer 704,274$45,144,00019.46%
View complete list of ISHARES TR shareholders