Proficio Capital Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 960 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.

Quarter-by-quarter ownership
Proficio Capital Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$202,664
-2.6%
2,8000.0%0.03%
-3.6%
Q2 2023$208,124
+2.2%
2,8000.0%0.03%
-12.5%
Q1 2023$203,672
+0.9%
2,8000.0%0.03%
-15.8%
Q4 2022$201,880
-7.0%
2,8000.0%0.04%
+18.8%
Q1 2022$217,000
-4.4%
2,8000.0%0.03%0.0%
Q4 2021$227,000
+10.2%
2,8000.0%0.03%
+18.5%
Q3 2021$206,0000.0%2,8000.0%0.03%
+80.0%
Q2 2021$206,000
-1.0%
2,800
-14.4%
0.02%
-59.5%
Q3 2020$208,000
-19.7%
3,270
-23.4%
0.04%
-30.2%
Q2 2020$259,000
+3.6%
4,2700.0%0.05%
-15.9%
Q1 2020$250,000
-10.7%
4,2700.0%0.06%
-22.2%
Q4 2019$280,000
+2.2%
4,2700.0%0.08%
-20.6%
Q3 2019$274,000
-63.8%
4,270
-65.2%
0.10%
-60.6%
Q2 2019$757,000
+5.0%
12,2700.0%0.26%
+0.8%
Q1 2019$721,000
+12.1%
12,2700.0%0.26%
-10.1%
Q4 2018$643,000
-9.3%
12,270
-1.3%
0.29%
+22.7%
Q3 2018$709,000
+66.8%
12,435
+55.4%
0.23%
+33.1%
Q2 2018$425,000
+2.4%
8,0000.0%0.18%
+43.4%
Q1 2018$415,000
-1.7%
8,0000.0%0.12%
-10.3%
Q4 2017$422,000
+4.7%
8,0000.0%0.14%
-16.6%
Q3 2017$403,000
+1.0%
8,0000.0%0.16%
-1.8%
Q2 2017$399,000
+2.3%
8,0000.0%0.17%
-2.9%
Q1 2017$390,000
+7.7%
8,0000.0%0.17%
+11.0%
Q4 2016$362,000
-8.4%
8,000
-8.0%
0.15%
-32.5%
Q3 2016$395,000
-2.9%
8,7000.0%0.23%
-10.6%
Q2 2016$407,000
+6.5%
8,7000.0%0.26%
-20.1%
Q1 2016$382,0008,7000.32%
Other shareholders
ISHARES TR shareholders Q3 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