Cardinal Point Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.

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 Q2 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