Wealth Quarterback 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 Q3 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.8%.

Quarter-by-quarter ownership
Wealth Quarterback LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$411,080
-84.2%
5,679
-83.8%
0.36%
-80.3%
Q2 2023$2,606,795
+735.9%
35,071
+718.1%
1.81%
+581.5%
Q1 2023$311,843
-22.3%
4,287
-23.0%
0.26%
-20.4%
Q4 2022$401,545
+9.4%
5,569
+0.2%
0.33%
-14.6%
Q3 2022$367,000
-10.5%
5,557
-4.8%
0.39%
+21.9%
Q2 2022$410,000
-40.6%
5,838
-44.6%
0.32%
-30.1%
Q3 2021$690,000
-7.0%
10,541
+4.6%
0.46%
+1.6%
Q2 2021$742,000
-52.3%
10,079
-56.0%
0.45%
-65.2%
Q4 2020$1,557,000
-10.9%
22,932
-20.5%
1.30%
-19.3%
Q3 2020$1,748,0000.0%28,8370.0%1.60%0.0%
Q2 2020$1,748,000
-99.9%
28,837
-3.6%
1.60%
+6.3%
Q1 2020$1,643,269,000
-2.5%
29,910
+16.4%
1.51%
+3.1%
Q4 2019$1,686,081,000
+328570.8%
25,686
+288.5%
1.46%
+410.1%
Q1 1987$513,0006,6110.29%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Financial Advisors, LLC 1,016,718$71,384,00025.21%
Cassia Capital Partners, LLC 277,658$19,494,00019.46%
Halpern Financial, Inc. 686,429$48,194,15418.80%
Legacy Financial Advisors, Inc. 819,533$57,539,00014.30%
AGILIS PARTNERS LLC 304,638$21,389,00013.23%
ABSOLUTE CAPITAL MANAGEMENT, LLC 113,006$7,934,00012.73%
Summit Wealth Group, LLC 145,055$10,184,00012.03%
Sovereign Investment Advisors, LLC 378,540$26,577,00011.51%
Tillar-Wenstrup Advisors, LLC 312,012$21,906,00010.96%
Darrow Company, Inc. 156,538$10,990,00010.87%
View complete list of ISHARES TR shareholders