Lighthouse Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.8%.

Quarter-by-quarter ownership
Lighthouse Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$320,000
-3.3%
4,633
-5.1%
0.10%
-13.4%
Q4 2020$331,000
+2.2%
4,881
-4.0%
0.11%
-8.9%
Q3 2020$324,000
+3.5%
5,085
-1.5%
0.12%
-6.8%
Q2 2020$313,000
+5116.7%
5,164
+4962.7%
0.13%
+4300.0%
Q4 2019$6,0001020.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Financial Advisors, LLC 959,675$77,638,00023.66%
Wealth Advisors of Iowa, LLC 476,499$38,549,00021.08%
Halpern Financial, Inc. 604,591$48,911,38220.93%
Personal Wealth Partners 560,612$45,354,00018.72%
Cassia Capital Partners, LLC 324,120$26,221,00017.61%
Legacy Financial Advisors, Inc. 903,009$73,053,00016.76%
Tillar-Wenstrup Advisors, LLC 404,653$32,736,00015.42%
Syverson Strege & Co 228,693$18,501,00013.71%
IRONWOOD WEALTH MANAGEMENT, INC. 242,184$19,593,00013.71%
AGILIS PARTNERS LLC 320,613$25,938,00012.98%
View complete list of ISHARES TR shareholders