Fisher Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 489 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.

Quarter-by-quarter ownership
Fisher Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$318,757
+17.6%
4,403
+20.8%
0.00%
Q2 2023$271,038
-5.4%
3,646
-7.4%
0.00%
Q1 2023$286,571
-25.4%
3,939
-17.0%
0.00%
Q4 2021$384,000
+91.0%
4,744
+73.5%
0.00%
Q3 2021$201,000
-3.4%
2,735
-3.0%
0.00%
Q2 2021$208,000
+2.0%
2,821
-4.4%
0.00%
Q1 2021$204,000
-3.3%
2,950
-5.1%
0.00%
Q4 2020$211,000
-7.0%
3,109
-16.8%
0.00%
Q2 2020$227,000
+4.6%
3,736
-7.2%
0.00%
Q1 2020$217,000
-24.1%
4,026
-7.6%
0.00%
Q4 2019$286,000
+39.5%
4,359
+21.4%
0.00%
Q3 2018$205,0003,5920.00%
Other shareholders
ISHARES TR shareholders Q3 2018
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