Stuart Chaussee & Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.

Quarter-by-quarter ownership
Stuart Chaussee & Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$68,471
-2.6%
9460.0%0.02%
+4.5%
Q2 2023$70,316
+2.2%
9460.0%0.02%
-4.3%
Q1 2023$68,812
+0.9%
9460.0%0.02%
-8.0%
Q4 2022$68,207
+8.3%
9460.0%0.02%
-82.9%
Q3 2022$63,000
-4.5%
9460.0%0.15%
+2.1%
Q2 2022$66,000
-9.6%
9460.0%0.14%
+308.6%
Q1 2022$73,000
-99.9%
946
-99.9%
0.04%
-99.9%
Q4 2019$83,009,000
-35.6%
1,265,387
-37.1%
46.98%
-39.4%
Q3 2019$128,920,000
+44.2%
2,011,232
+38.9%
77.48%
+40.0%
Q2 2019$89,405,000
+3.7%
1,448,316
-1.3%
55.36%
-0.5%
Q1 2019$86,256,000
+41.5%
1,466,931
+26.1%
55.63%
+19.8%
Q4 2018$60,961,000
+147.9%
1,163,377
+114.9%
46.44%
+132.4%
Q3 2016$24,592,000
-2.6%
541,323
-0.8%
19.98%
-3.6%
Q2 2016$25,247,000
+7.6%
545,420
+1.9%
20.72%
-2.8%
Q1 2016$23,459,000535,48221.33%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Cassia Capital Partners, LLC 382,000$27,649,14622.63%
Financial Advisors, LLC 1,084,310$78,482,32919.43%
Wealth Advisors of Iowa, LLC 327,608$23,712,27016.68%
Sovereign Investment Advisors, LLC 384,417$27,824,11010.91%
Wells Financial Advisors INC 190,211$13,767,46710.70%
Halpern Financial, Inc. 420,898$30,464,59510.52%
GRAYHAWK INVESTMENT STRATEGIES INC. 201,535$14,587,1039.79%
Darrow Company, Inc. 153,486$11,109,3529.74%
Lowe Wealth Advisors, LLC 249,740$18,076,1459.61%
Adaptive Financial Consulting, LLC 221,023$15,997,6709.06%
View complete list of ISHARES TR shareholders