CHOREO, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.

Quarter-by-quarter ownership
CHOREO, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,829,767
+0.0%
313,735
+2.2%
0.81%
+3.7%
Q2 2023$22,818,741
+6.9%
306,992
+4.6%
0.78%
+3.3%
Q1 2023$21,347,684
+5623.2%
293,479
+5345.9%
0.75%
+3041.7%
Q1 2021$373,0005,3890.02%
Other shareholders
ISHARES TR shareholders Q1 2021
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