ISHARES TR shareholders Q3 2023

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.

ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
McNaughton Wealth Management, LLC 59,302$4,292,2642.85%
Family Management Corp 169,245$12,249,9812.78%
MV CAPITAL MANAGEMENT, INC. 286,799$20,758,5022.77%
FINANCIAL LIFE ADVISORS 88,558$6,409,8382.76%
Snider Financial Group 78,741$5,699,2992.76%
MorganRosel Wealth Management, LLC 90,918$6,580,6452.75%
Capital Planning LLC 94,518$6,877,8462.71%
Armbruster Capital Management, Inc. 148,085$10,718,3922.71%
OPUS INVESTMENT MANAGEMENT INC 60,124$4,351,7752.68%
Allred Capital Management, LLC 74,260$5,374,9722.68%
ONE Advisory Partners, LLC 63,016$4,561,0682.66%
WADE G W & INC 980,693$70,9832.64%
Santori & Peters, Inc. 66,772$4,832,9692.60%
Investment Advisory Group, LLC 68,973$4,992,2322.59%
Journey Advisory Group, LLC 238,940$17,294,4822.58%
Monterey Private Wealth, Inc. 70,877$5,130,0762.58%
Tyler-Stone Wealth Management 61,584$4,4572.54%
High Net Worth Advisory Group LLC 85,274$6,172,1692.47%
Detalus Advisors, LLC 72,789$5,268,4722.47%
Klingman & Associates, LLC 419,623$30,372,3352.46%
External links

This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.