Cypress Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 279 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.27 and the average weighting 1.9%.

Quarter-by-quarter ownership
Cypress Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$248,000
+12.2%
4,2240.0%0.28%
-6.6%
Q4 2018$221,000
-8.3%
4,2240.0%0.30%
+20.2%
Q3 2018$241,000
-11.1%
4,224
-17.1%
0.25%
-13.7%
Q2 2018$271,000
+2.3%
5,0940.0%0.29%
+2.1%
Q1 2018$265,000
-23.2%
5,094
-22.1%
0.29%
-13.3%
Q4 2017$345,000
+4.9%
6,5390.0%0.33%
-37.8%
Q3 2017$329,000
-66.0%
6,539
-66.9%
0.53%
-52.9%
Q2 2017$967,000
-78.5%
19,758
-79.1%
1.13%
-45.1%
Q1 2017$4,507,000
+8.1%
94,444
+2.5%
2.06%
+8.0%
Q4 2016$4,169,000
+0.3%
92,183
+0.7%
1.90%
+1.5%
Q3 2016$4,158,000
+3.4%
91,523
+5.2%
1.88%
-5.6%
Q2 2016$4,022,000
-21.1%
87,029
-25.0%
1.99%
-14.9%
Q1 2016$5,100,000
+34.4%
116,104
+28.0%
2.33%
+21.4%
Q4 2015$3,794,000
+8.6%
90,718
+2.8%
1.92%
+1.6%
Q3 2015$3,495,000
-51.5%
88,282
-50.6%
1.89%
-22.0%
Q2 2015$7,206,000178,7282.42%
Other shareholders
ISHARES TR shareholders Q1 2016
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