CANANDAIGUA NATIONAL BANK & TRUST CO - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 462 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.08 and the average weighting 1.1%.

Quarter-by-quarter ownership
CANANDAIGUA NATIONAL BANK & TRUST CO ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$255,000
-5.9%
4,906
-4.5%
0.03%
-32.7%
Q4 2017$271,000
+4.6%
5,1380.0%0.05%0.0%
Q3 2017$259,000
-14.8%
5,138
-17.4%
0.05%
-21.0%
Q2 2017$304,0006,2210.06%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Cassia Capital Partners, LLC 382,000$27,649,14622.63%
Financial Advisors, LLC 1,084,310$78,482,32919.43%
Wealth Advisors of Iowa, LLC 327,608$23,712,27016.68%
Sovereign Investment Advisors, LLC 384,417$27,824,11010.91%
Wells Financial Advisors INC 190,211$13,767,46710.70%
Halpern Financial, Inc. 420,898$30,464,59510.52%
GRAYHAWK INVESTMENT STRATEGIES INC. 201,535$14,587,1039.79%
Darrow Company, Inc. 153,486$11,109,3529.74%
Lowe Wealth Advisors, LLC 249,740$18,076,1459.61%
Adaptive Financial Consulting, LLC 221,023$15,997,6709.06%
View complete list of ISHARES TR shareholders