KLR INVESTMENT ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 33 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
KLR INVESTMENT ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,188,499
-2.4%
16,339
-0.2%
1.08%
+7.8%
Q2 2023$1,217,282
+2.2%
16,377
+0.0%
1.00%
-4.3%
Q1 2023$1,191,04516,3741.05%
Other shareholders
ISHARES TR shareholders Q4 2023
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