MOODY NATIONAL BANK TRUST DIVISION - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 916 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 2.1%.

Quarter-by-quarter ownership
MOODY NATIONAL BANK TRUST DIVISION ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$10,055,000
-0.1%
136,7990.0%0.15%
-28.6%
Q2 2021$10,070,000
+6.4%
136,7990.0%0.21%
-8.4%
Q1 2021$9,465,000
+1.9%
136,7990.0%0.22%
-5.5%
Q4 2020$9,286,000
+6.5%
136,7990.0%0.24%
-11.2%
Q3 2020$8,718,000
+5.1%
136,7990.0%0.27%
+3.5%
Q2 2020$8,294,000
-43.9%
136,799
-50.0%
0.26%
-0.8%
Q1 2020$14,778,000
+64.7%
273,598
+100.0%
0.26%
+9.7%
Q4 2019$8,974,000
+2.3%
136,7990.0%0.24%
-3.3%
Q3 2019$8,769,000
+3.8%
136,7990.0%0.25%
+2.5%
Q2 2019$8,445,000
+5.0%
136,7990.0%0.24%
+8.6%
Q1 2019$8,044,000
+12.2%
136,7990.0%0.22%
+8.3%
Q4 2018$7,168,000
-8.1%
136,7990.0%0.20%
+3.0%
Q3 2018$7,803,000136,7990.20%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Financial Advisors, LLC 1,016,718$71,384,00025.21%
Cassia Capital Partners, LLC 277,658$19,494,00019.46%
Halpern Financial, Inc. 686,429$48,194,15418.80%
Legacy Financial Advisors, Inc. 819,533$57,539,00014.30%
AGILIS PARTNERS LLC 304,638$21,389,00013.23%
ABSOLUTE CAPITAL MANAGEMENT, LLC 113,006$7,934,00012.73%
Summit Wealth Group, LLC 145,055$10,184,00012.03%
Sovereign Investment Advisors, LLC 378,540$26,577,00011.51%
Tillar-Wenstrup Advisors, LLC 312,012$21,906,00010.96%
Darrow Company, Inc. 156,538$10,990,00010.87%
View complete list of ISHARES TR shareholders