FineMark National Bank & Trust - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.

Quarter-by-quarter ownership
FineMark National Bank & Trust ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$541,909
-9.3%
7,487
-6.9%
0.02%
-4.0%
Q2 2023$597,687
+97.6%
8,041
+93.4%
0.02%
+92.3%
Q1 2023$302,452
-4.8%
4,158
-5.7%
0.01%
-7.1%
Q4 2022$317,744
+1.2%
4,407
-7.2%
0.01%
-6.7%
Q3 2022$314,000
+7.2%
4,748
+13.6%
0.02%
+15.4%
Q2 2022$293,000
-9.3%
4,178
+0.4%
0.01%0.0%
Q1 2022$323,000
-9.5%
4,160
-5.8%
0.01%
-7.1%
Q4 2021$357,000
+10.2%
4,416
+0.2%
0.01%0.0%
Q3 2021$324,000
-0.3%
4,4090.0%0.01%
+7.7%
Q2 2021$325,000
+6.6%
4,4090.0%0.01%0.0%
Q1 2021$305,000
-2.2%
4,409
-10.0%
0.01%
-13.3%
Q3 2020$312,000
+5.1%
4,9010.0%0.02%
-6.2%
Q2 2020$297,000
+8.8%
4,901
-3.0%
0.02%
-5.9%
Q1 2020$273,000
-21.3%
5,053
-4.4%
0.02%0.0%
Q4 2019$347,000
-9.2%
5,285
-11.2%
0.02%
-15.0%
Q3 2019$382,000
-24.8%
5,952
-27.7%
0.02%
-28.6%
Q2 2019$508,0008,2330.03%
Other shareholders
ISHARES TR shareholders Q1 2022
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