AlphaCore Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 916 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 2.1%.

Quarter-by-quarter ownership
AlphaCore Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,522,576
-3.9%
62,151
-1.8%
0.71%
-5.3%
Q2 2023$4,706,688
+4.3%
63,322
+2.0%
0.75%
-36.9%
Q1 2023$4,513,615
+9503.4%
62,051
+8615.0%
1.20%
+4167.9%
Q4 2019$47,0007120.03%
Other shareholders
ISHARES TR shareholders Q4 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