Formidable Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.

Quarter-by-quarter ownership
Formidable Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$260,000
-19.8%
3,838
-24.6%
0.06%
-36.2%
Q3 2020$324,000
-22.5%
5,088
-25.9%
0.09%
-23.6%
Q2 2020$418,000
+62.0%
6,865
+43.5%
0.12%
+20.6%
Q1 2020$258,000
-31.7%
4,784
+9.6%
0.10%
-31.5%
Q1 2019$378,0004,3640.15%
Other shareholders
ISHARES TR shareholders Q2 2020
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