WARNER FINANCIAL, INC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
WARNER FINANCIAL, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$397
-2.7%
5,4900.0%0.26%
-0.8%
Q2 2023$408
+2.3%
5,490
+0.1%
0.26%
-4.0%
Q1 2023$399
-4.1%
5,486
-4.9%
0.28%
-12.9%
Q4 2022$416
-99.9%
5,768
-15.7%
0.32%
-12.9%
Q3 2022$452,000
-5.8%
6,8410.0%0.36%
-17.6%
Q2 2022$480,000
-9.6%
6,8410.0%0.44%
+2.8%
Q1 2022$531,000
-3.5%
6,841
+0.7%
0.43%
-6.3%
Q4 2021$550,0006,7950.46%
Other shareholders
ISHARES TR shareholders Q2 2022
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