Fortis Group Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.8%.

Quarter-by-quarter ownership
Fortis Group Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,740,731
+7.8%
23,937
+10.2%
0.53%
+24.8%
Q2 2023$1,614,212
-0.4%
21,717
-1.1%
0.43%
-12.5%
Q1 2023$1,620,719
-76.8%
21,955
-80.0%
0.49%
-63.9%
Q3 2020$6,989,000109,6821.36%
Other shareholders
ISHARES TR shareholders Q3 2020
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