Evolution Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.

Quarter-by-quarter ownership
Evolution Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$22,0000.0%3000.0%0.01%
+25.0%
Q2 2021$22,000
+4.8%
3000.0%0.00%
-20.0%
Q1 2021$21,000
+5.0%
3000.0%0.01%0.0%
Q4 2020$20,000
+5.3%
3000.0%0.01%0.0%
Q3 2020$19,000
+5.6%
3000.0%0.01%
-16.7%
Q2 2020$18,000
-90.6%
300
-91.5%
0.01%
-92.3%
Q1 2020$192,000
-66.7%
3,548
-59.6%
0.08%
-45.8%
Q4 2019$576,0008,7780.14%
Other shareholders
ISHARES TR shareholders Q2 2021
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