WILLNER & HELLER, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 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
WILLNER & HELLER, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$225,505
+9.5%
3,128
+0.5%
0.32%
-3.6%
Q3 2022$206,000
-5.1%
3,113
+0.5%
0.33%
-1.8%
Q2 2022$217,000
-12.9%
3,097
+0.6%
0.34%
+10.5%
Q1 2022$249,000
+10.7%
3,077
+0.3%
0.31%
+2.3%
Q4 2021$225,0003,0670.30%
Other shareholders
ISHARES TR shareholders Q3 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