EVERMAY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,902
-3.2%
660.0%0.00%0.0%
Q2 2023$18,497
+2.6%
660.0%0.00%0.0%
Q1 2023$18,022
-3.8%
660.0%0.00%0.0%
Q4 2022$18,725
+10.1%
660.0%0.00%
+33.3%
Q3 2022$17,000
-5.6%
660.0%0.00%0.0%
Q2 2022$18,000
-5.3%
660.0%0.00%0.0%
Q1 2022$19,000
-5.0%
660.0%0.00%
-25.0%
Q4 2021$20,000
+11.1%
660.0%0.00%
+33.3%
Q3 2021$18,0000.0%660.0%0.00%0.0%
Q2 2021$18,000660.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Bellwether Advisors, LLC 94,980$25,651,2496.98%
Sowa Financial Group, Inc. 34,404$9,2926.98%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 42,634$11,514,1686.10%
First Citizens Financial Corp 21,694$5,858,8994.13%
HC Advisors, LLC 15,817$4,271,6972.54%
ETFIDEA, LLC 20,177$5,449,2792.31%
MRA Advisory Group 11,633$3,141,6722.24%
Oakworth Capital, Inc. 78,780$21,275,8101.93%
FINANCIAL LIFE ADVISORS 14,296$3,862,1311.66%
Mine & Arao Wealth Creation & Management, LLC. 9,603$2,593,3891.58%
View complete list of ISHARES TR shareholders