Wade Financial Advisory, Inc - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,014 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.7%.

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 2020
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