BEESE FULMER INVESTMENT MANAGEMENT, INC. - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 317 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.75 and the average weighting 1.6%.

Quarter-by-quarter ownership
BEESE FULMER INVESTMENT MANAGEMENT, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$205,030
+0.5%
2,4420.0%0.02%0.0%
Q1 2024$204,102
-40.8%
2,442
-51.9%
0.02%
-56.8%
Q4 2020$345,000
+6.5%
5,0820.0%0.04%
-4.3%
Q3 2020$324,000
+5.2%
5,0820.0%0.05%
+2.2%
Q2 2020$308,000
+12.4%
5,0820.0%0.04%
-8.2%
Q1 2020$274,000
-17.7%
5,0820.0%0.05%
+4.3%
Q4 2019$333,000
+2.1%
5,0820.0%0.05%
-4.1%
Q3 2019$326,000
+3.8%
5,0820.0%0.05%
-16.9%
Q2 2019$314,000
+5.0%
5,0820.0%0.06%0.0%
Q1 2019$299,000
+12.4%
5,0820.0%0.06%
-1.7%
Q4 2018$266,000
-8.3%
5,0820.0%0.06%
+5.3%
Q3 2018$290,000
+7.4%
5,0820.0%0.06%0.0%
Q2 2018$270,000
+2.3%
5,0820.0%0.06%
-1.7%
Q1 2018$264,000
-1.5%
5,0820.0%0.06%
+1.8%
Q4 2017$268,000
+4.7%
5,0820.0%0.06%
-1.7%
Q3 2017$256,000
+2.8%
5,0820.0%0.06%
-1.7%
Q2 2017$249,000
+2.5%
5,0820.0%0.06%0.0%
Q1 2017$243,000
+5.7%
5,0820.0%0.06%0.0%
Q4 2016$230,000
-0.4%
5,0820.0%0.06%
-4.8%
Q3 2016$231,000
-1.7%
5,0820.0%0.06%
-7.5%
Q2 2016$235,0005,0820.07%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 1,686,600$110,675,00057.77%
Stuart Chaussee & Associates, Inc. 1,265,387$83,009,00046.98%
Legacy Financial Advisors, Inc. 1,912,878$125,485,00039.69%
Tolleson Wealth Management, Inc. 992,252$65,092,00031.51%
Monterey Private Wealth, Inc. 597,325$39,185,00031.44%
DOW CHEMICAL CO /DE/ 2,024,319$132,795,00029.19%
Financial Advisors, LLC 724,549$47,530,00026.94%
TTP Investments, Inc. 349,738$22,943,00026.56%
Cassaday & Co Inc. 2,499,589$163,973,00024.85%
Personal Wealth Partners 808,263$53,022,00022.84%
View complete list of ISHARES TR shareholders