Lebenthal Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 345 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 42.80 and the average weighting 1.1%.

Quarter-by-quarter ownership
Lebenthal Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2017$432,000
+29.3%
9,054
+22.6%
0.05%
+25.6%
Q4 2016$334,000
+169.4%
7,387
+171.2%
0.04%
+168.8%
Q3 2016$124,0002,7240.02%
Other shareholders
ISHARES TR shareholders Q1 2017
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