SWEENEY & MICHEL, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
SWEENEY & MICHEL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,389,668
+14.6%
18,812
+16.0%
0.73%
+16.5%
Q2 2023$1,212,698
+6.6%
16,219
+2.8%
0.62%
+3.1%
Q1 2023$1,137,15015,7760.61%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 1,466,931$86,256,00055.63%
Tolleson Wealth Management, Inc. 1,110,531$65,299,00045.18%
Legacy Financial Advisors, Inc. 1,817,291$106,857,00036.20%
DOW CHEMICAL CO /DE/ 4,027,402$236,811,00035.76%
Personal Wealth Partners 838,599$51,881,00027.56%
Lee Financial Group Hawaii, Inc. 494,217$29,060,00027.05%
Financial Advisors, LLC 612,063$35,989,00024.58%
ARS Wealth Advisors, LLC 1,023,883$60,204,00019.23%
VisionPoint Advisory Group, LLC 1,160,256$68,223,00019.17%
Mascoma Wealth Management LLC 438,092$25,760,00017.28%
View complete list of ISHARES TR shareholders