Kore Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 916 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 2.1%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$76,000
+1166.7%
1,269
+957.5%
0.02%
+1500.0%
Q1 2020$6,000
-62.5%
120
-49.6%
0.00%
-66.7%
Q4 2019$16,000
+128.6%
238
+101.7%
0.00%
+50.0%
Q1 2019$7,000
+16.7%
1180.0%0.00%0.0%
Q4 2018$6,0001180.00%
Other shareholders
ISHARES TR shareholders Q4 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