ASSOCIATED BANC-CORP - 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
ASSOCIATED BANC-CORP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$446,946
-2.6%
6,1750.0%0.02%0.0%
Q2 2023$458,987
+2.2%
6,1750.0%0.02%
-5.6%
Q1 2023$449,169
+0.9%
6,1750.0%0.02%
-5.3%
Q4 2022$445,217
+9.1%
6,1750.0%0.02%0.0%
Q3 2022$408,000
-6.0%
6,1750.0%0.02%0.0%
Q2 2022$434,000
-9.4%
6,1750.0%0.02%
+5.6%
Q1 2022$479,000
-4.2%
6,1750.0%0.02%0.0%
Q4 2021$500,000
+10.1%
6,1750.0%0.02%0.0%
Q3 2021$454,000
-0.2%
6,1750.0%0.02%0.0%
Q2 2021$455,000
+88.0%
6,175
+37.9%
0.02%
+20.0%
Q1 2021$242,000
-17.7%
4,479
+3.5%
0.02%
+36.4%
Q4 2020$294,000
-1.0%
4,329
-7.0%
0.01%
-15.4%
Q3 2020$297,000
+13.4%
4,655
+7.5%
0.01%
+8.3%
Q2 2020$262,000
+8.3%
4,329
-3.3%
0.01%
-7.7%
Q1 2020$242,000
-11.4%
4,479
+7.6%
0.01%
-7.1%
Q4 2019$273,000
+2.2%
4,1620.0%0.01%0.0%
Q3 2019$267,0004,1620.01%
Other shareholders
ISHARES TR shareholders Q2 2021
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