Wade Financial Advisory, Inc - 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
Wade Financial Advisory, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$4,425,000
+13.3%
69,433
+7.7%
3.49%
+3.2%
Q2 2020$3,907,000
+25.6%
64,445
+11.9%
3.38%
+8.8%
Q1 2020$3,110,000
-72.0%
57,579
-65.9%
3.10%
-68.3%
Q4 2019$11,092,000169,0939.80%
Other shareholders
ISHARES TR shareholders Q4 2019
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