EVERMAY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 466 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$944,130
-4.2%
12,5990.0%0.19%
+1.6%
Q2 2023$985,998
+8.4%
12,599
+2.2%
0.19%
+3.3%
Q1 2023$909,265
+38.8%
12,324
+32.8%
0.18%
+38.3%
Q4 2022$655,235
+2520.9%
9,277
+2219.2%
0.13%
+2560.0%
Q3 2022$25,0004000.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Family Firm, Inc. 262,590$37,818,00016.68%
ASPIRIANT, LLC 1,387,911$70,700,0006.15%
ALLEGHANY CORP /DE 2,637,000$134,328,0004.98%
Simply Money Advisors 444,944$22,665,0003.09%
Peak Capital Management LLC 76,565$3,900,0002.18%
Financial Planning & Information Services, Inc. 89,353$4,552,0001.64%
Edge Advisors, LLC 271,725$13,841,0001.58%
Oliver Luxxe Assets LLC 46,455$2,366,0001.54%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 200,008$10,188,0001.46%
Steinberg Global Asset Management 186,831$9,517,0001.45%
View complete list of ISHARES TR shareholders