Frontier Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 923 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
Frontier Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$202,000
-2.4%
2,500
-18.2%
0.01%
-23.5%
Q4 2020$207,000
-5.9%
3,055
-8.9%
0.02%
-51.4%
Q4 2019$220,0003,3520.04%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 1,651,500$112,054,00056.30%
Financial Advisors, LLC 912,739$61,957,00027.53%
Personal Wealth Partners 825,808$56,056,00026.21%
Syverson Strege & Co 399,620$27,126,00025.89%
Sanford Advisory Services, LLC 1,149,482$78,022,00024.92%
ACT Advisors, LLC. 397,566$26,987,00024.46%
Cassia Capital Partners, LLC 362,961$24,638,00023.80%
Legacy Financial Advisors, Inc. 1,238,301$84,055,00023.76%
Wells Financial Advisors INC 408,991$27,762,00023.73%
Monterey Private Wealth, Inc. 594,873$40,380,00023.28%
View complete list of ISHARES TR shareholders