One Charles Private Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.

Quarter-by-quarter ownership
One Charles Private Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$18,679,000
+40.6%
293,099
+33.8%
11.48%
+67.0%
Q2 2020$13,282,000
+17.5%
219,072
+4.7%
6.88%
-26.3%
Q1 2020$11,304,000
-17.2%
209,290
+0.6%
9.33%
+3.6%
Q4 2019$13,654,000208,1419.00%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 1,466,931$86,256,00055.63%
Tolleson Wealth Management, Inc. 1,110,531$65,299,00045.18%
Legacy Financial Advisors, Inc. 1,817,291$106,857,00036.20%
DOW CHEMICAL CO /DE/ 4,027,402$236,811,00035.76%
Personal Wealth Partners 838,599$51,881,00027.56%
Lee Financial Group Hawaii, Inc. 494,217$29,060,00027.05%
Financial Advisors, LLC 612,063$35,989,00024.58%
ARS Wealth Advisors, LLC 1,023,883$60,204,00019.23%
VisionPoint Advisory Group, LLC 1,160,256$68,223,00019.17%
Mascoma Wealth Management LLC 438,092$25,760,00017.28%
View complete list of ISHARES TR shareholders