Cardinal Point Wealth Management LLC - 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
Cardinal Point Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$14,301,000
-0.9%
194,567
-0.7%
6.72%
+3.2%
Q2 2021$14,426,000
+9.8%
195,981
+3.2%
6.52%
-1.5%
Q1 2021$13,135,000
-42.4%
189,833
-43.5%
6.62%
-42.9%
Q4 2020$22,795,000335,81011.58%
Other shareholders
ISHARES TR shareholders Q4 2020
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