Diversified, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Diversified, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,618,170
-3.6%
49,989
-1.0%
0.94%
-1.8%
Q2 2023$3,753,859
+5.5%
50,503
+3.2%
0.96%
-25.0%
Q1 2023$3,559,308
+7.9%
48,932
+6.9%
1.27%
-1.7%
Q4 2022$3,299,015
+58.3%
45,756
+45.1%
1.30%
+23.4%
Q3 2022$2,084,000
+22.6%
31,535
+30.2%
1.05%
+48.9%
Q2 2022$1,700,000
-19.3%
24,217
-10.8%
0.70%
-17.8%
Q1 2022$2,107,000
-5.9%
27,162
-1.8%
0.86%
-9.3%
Q4 2021$2,239,000
+23.0%
27,671
+11.7%
0.95%
-2.3%
Q3 2021$1,821,000
-8.7%
24,781
-8.6%
0.97%
-12.9%
Q2 2021$1,994,000
+12.8%
27,100
+6.0%
1.11%
-18.4%
Q1 2021$1,768,000
+5.0%
25,557
-3.3%
1.36%
-5.2%
Q4 2020$1,684,00026,4161.44%
Other shareholders
ISHARES TR shareholders Q2 2022
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