BARRETT & COMPANY, INC. - 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
BARRETT & COMPANY, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,154,715
-0.2%
126,481
+2.4%
5.39%
+1.3%
Q2 2023$9,176,524
+0.0%
123,457
-2.1%
5.32%
-8.4%
Q1 2023$9,174,878
+1.3%
126,133
+0.4%
5.81%
-2.9%
Q4 2022$9,057,8830.0%125,6290.0%5.98%0.0%
Q3 2022$9,057,883125,6295.98%
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