Ford Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.

Quarter-by-quarter ownership
Ford Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,882,000
-11.5%
26,806
-2.3%
0.77%
-6.0%
Q1 2022$2,127,000
-2.5%
27,424
+1.7%
0.82%
+88.2%
Q4 2021$2,181,000
+9.9%
26,960
-0.1%
0.43%
-43.3%
Q3 2021$1,984,000
+1.9%
26,996
+2.0%
0.76%
+5.2%
Q2 2021$1,947,000
+8.1%
26,462
+1.7%
0.73%
-6.3%
Q1 2021$1,801,000
-68.5%
26,031
-69.1%
0.78%
-71.3%
Q4 2020$5,717,000
-6.2%
84,228
-11.9%
2.70%
-18.6%
Q3 2020$6,092,000
+5.5%
95,599
+0.3%
3.32%
+3.2%
Q2 2020$5,776,000
+13.9%
95,280
+1.5%
3.21%
-5.1%
Q1 2020$5,070,000
-20.5%
93,889
-3.5%
3.38%
-7.9%
Q4 2019$6,381,000
+25.4%
97,278
+22.5%
3.68%
+13.2%
Q3 2019$5,089,000
+41.4%
79,401
+36.2%
3.25%
+33.0%
Q2 2019$3,598,000
+89850.0%
58,298
+66909.2%
2.44%
+81233.3%
Q4 2017$4,000870.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 2,011,232$128,920,00077.48%
Shelter Ins Retirement Plan 1,717,600$110,098,00056.20%
Legacy Financial Advisors, Inc. 1,897,861$121,653,00040.44%
Tolleson Wealth Management, Inc. 1,034,068$66,284,00036.12%
DOW CHEMICAL CO /DE/ 2,024,319$129,759,00028.94%
Financial Advisors, LLC 697,153$44,688,00027.39%
VisionPoint Advisory Group, LLC 1,393,849$89,248,00024.46%
Personal Wealth Partners 732,333$46,943,00021.67%
ARS Wealth Advisors, LLC 1,038,753$66,584,00021.17%
Sharkey, Howes & Javer 704,274$45,144,00019.46%
View complete list of ISHARES TR shareholders