Bryn Mawr Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 760 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.92 and the average weighting 2.1%.

Quarter-by-quarter ownership
Bryn Mawr Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$622,654
+0.8%
8,560
-0.1%
0.06%
-3.0%
Q4 2022$617,609
+188.6%
8,566
+142.7%
0.07%
-50.4%
Q2 2020$214,000
-32.9%
3,529
-31.8%
0.14%
-50.2%
Q2 2019$319,0005,1750.27%
Other shareholders
ISHARES TR shareholders Q3 2019
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