PROFESSIONAL PLANNING - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.

Quarter-by-quarter ownership
PROFESSIONAL PLANNING ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$423,000
-38.2%
6,984
-45.8%
0.22%
-71.8%
Q1 2020$684,000
-41.2%
12,875
-27.4%
0.80%
-20.9%
Q4 2019$1,164,000
+18.3%
17,743
+15.6%
1.01%
-3.6%
Q3 2019$984,00015,3481.05%
Other shareholders
ISHARES TR shareholders Q1 2020
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