Freedman Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 960 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.

Quarter-by-quarter ownership
Freedman Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$391,000
+141.4%
4,994
+149.9%
0.27%
+142.3%
Q4 2021$162,000
+10.2%
1,9980.0%0.11%
+3.7%
Q3 2021$147,0000.0%1,9980.0%0.11%
-3.6%
Q2 2021$147,000
+6.5%
1,9980.0%0.11%
-2.6%
Q1 2021$138,000
+1.5%
1,9980.0%0.11%
-6.6%
Q4 2020$136,0001,9980.12%
Other shareholders
ISHARES TR shareholders Q3 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