MBL Wealth, 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
MBL Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$3,982
+21.1%
55,227
+11.0%
0.76%
+7.5%
Q3 2022$3,289
+4.7%
49,752
+11.2%
0.71%
-9.5%
Q2 2022$3,142
-99.9%
44,745
+23.7%
0.78%
+14.3%
Q1 2022$2,806,000
+45.7%
36,170
+38.0%
0.68%
+2.9%
Q3 2021$1,926,00026,2030.67%
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