NewFocus Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
NewFocus Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$2,674,000
-3.6%
43,004
-15.9%
0.79%
-14.9%
Q3 2020$2,775,000
-22.9%
51,115
-25.8%
0.92%
-28.4%
Q2 2020$3,600,000
+6.8%
68,932
-5.6%
1.29%
-17.0%
Q1 2020$3,371,00072,9921.56%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 726,403$45,175,00015.75%
COREPATH WEALTH PARTNERS LLC 146,052$9,153,0009.54%
ForthRight Wealth Management, LLC 193,762$12,050,0009.47%
ASPIRIANT, LLC 2,182,430$135,719,0009.26%
Wealth Advisors of Iowa, LLC 191,001$11,878,0007.36%
HANTZ FINANCIAL SERVICES, INC. 288,273$17,928,0006.17%
Petix & Botte Co 102,903$6,400,0004.79%
HighMark Wealth Management LLC 82,196$5,106,0004.39%
Fortis Advisors, LLC 70,374$4,377,0003.86%
Windsor Wealth Management, Inc. 243,160$15,122,0003.85%
View complete list of ISHARES TR shareholders