PSI Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,054 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.

Quarter-by-quarter ownership
PSI Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,061,107
-65.9%
12,639
-66.0%
0.34%
-70.1%
Q1 2024$3,108,965
-52.4%
37,197
-55.6%
1.12%
-54.0%
Q4 2023$6,537,344
-31.5%
83,780
-36.4%
2.44%
-40.9%
Q3 2023$9,539,117
-9.0%
131,792
-6.6%
4.13%
-10.3%
Q2 2023$10,487,889
+5.6%
141,099
+3.3%
4.60%
-4.0%
Q1 2023$9,933,522
+11.2%
136,562
+10.3%
4.80%
+0.9%
Q4 2022$8,930,332
+15.5%
123,860
+5.9%
4.75%
+17.0%
Q3 2022$7,730,000
-6.3%
116,939
-0.5%
4.06%
+0.1%
Q2 2022$8,249,000
-12.1%
117,497
-2.9%
4.06%
+4.9%
Q1 2022$9,388,000
-2.1%
121,018
+3.1%
3.86%
-1.0%
Q4 2021$9,594,000
+14.2%
117,339
+2.7%
3.90%
+1.1%
Q3 2021$8,401,000
+5.0%
114,292
+5.2%
3.86%
-8.4%
Q2 2021$7,999,000
+21.4%
108,677
+14.1%
4.22%
+8.6%
Q1 2021$6,590,000
+75.7%
95,256
+72.4%
3.88%
+50.1%
Q4 2020$3,750,000
+24.5%
55,245
+16.9%
2.59%
+12.4%
Q3 2020$3,013,000
+9.3%
47,278
+3.9%
2.30%
+3.5%
Q2 2020$2,757,000
+19.8%
45,484
+6.3%
2.22%
+5.1%
Q1 2020$2,301,000
-21.6%
42,806
-4.4%
2.12%
+12.1%
Q4 2019$2,936,00044,7611.89%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 1,686,600$110,675,00057.77%
Stuart Chaussee & Associates, Inc. 1,265,387$83,009,00046.98%
Legacy Financial Advisors, Inc. 1,912,878$125,485,00039.69%
Tolleson Wealth Management, Inc. 992,252$65,092,00031.51%
Monterey Private Wealth, Inc. 597,325$39,185,00031.44%
DOW CHEMICAL CO /DE/ 2,024,319$132,795,00029.19%
Financial Advisors, LLC 724,549$47,530,00026.94%
TTP Investments, Inc. 349,738$22,943,00026.56%
Cassaday & Co Inc. 2,499,589$163,973,00024.85%
Personal Wealth Partners 808,263$53,022,00022.84%
View complete list of ISHARES TR shareholders