Lubar & Co., Inc - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 981 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.

Quarter-by-quarter ownership
Lubar & Co., Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$1,978,000
+6.5%
29,1360.0%5.53%
+45.2%
Q3 2020$1,857,000
-2.2%
29,136
-7.0%
3.81%
-10.8%
Q2 2020$1,899,000
+12.2%
31,3270.0%4.27%
-12.7%
Q1 2020$1,692,000
-17.7%
31,3270.0%4.89%
+95.9%
Q4 2019$2,055,00031,3272.50%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Financial Advisors, LLC 1,092,633$91,737,42918.76%
GRAYHAWK INVESTMENT STRATEGIES INC. 42,164$3,540,08916.12%
Cassia Capital Partners, LLC 238,264$20,004,68213.19%
Sovereign Investment Advisors, LLC 323,837$25,269,0379.42%
Lowe Wealth Advisors, LLC 231,723$19,455,5038.86%
Teilinger Capital Ltd. 241,000$20,234,3608.82%
IRONWOOD WEALTH MANAGEMENT, INC. 201,331$17,117,1628.66%
Halpern Financial, Inc. 374,389$31,433,7198.64%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 72,630$6,098,0258.30%
Adaptive Financial Consulting, LLC 226,332$19,002,8228.24%
View complete list of ISHARES TR shareholders