McNaughton Wealth Management, 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
McNaughton Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,292,264
-60.6%
59,302
-59.6%
2.85%
-59.1%
Q2 2023$10,898,785
-26.1%
146,627
-27.7%
6.98%
-28.7%
Q1 2023$14,746,435
+2.1%
202,728
+1.2%
9.78%
-0.9%
Q4 2022$14,438,313
+9.2%
200,254
+0.2%
9.87%
+1.7%
Q3 2022$13,217,000
-4.7%
199,951
+1.2%
9.70%
-1.1%
Q2 2022$13,873,000
-7.2%
197,586
+2.5%
9.81%
+0.9%
Q1 2022$14,946,000
+1.1%
192,680
+2.4%
9.72%
+1.6%
Q4 2021$14,778,000
+9.5%
188,133
+2.5%
9.57%
+0.3%
Q3 2021$13,494,000
-2.2%
183,597
-2.1%
9.54%
-1.4%
Q2 2021$13,800,000
+9.0%
187,480
+2.4%
9.68%
-0.2%
Q1 2021$12,663,000
+14.2%
183,018
+12.1%
9.70%
+9.3%
Q4 2020$11,086,000
+2.8%
163,321
-3.5%
8.87%
-6.0%
Q3 2020$10,787,000
+8.5%
169,266
+3.2%
9.44%
+2.5%
Q2 2020$9,943,000
+21.5%
163,997
+8.2%
9.21%
+5.4%
Q1 2020$8,183,000
-16.3%
151,515
+1.7%
8.74%
-3.9%
Q4 2019$9,771,000148,9879.10%
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