EVERMAY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 1,096 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$22,134
-3.8%
7250.0%0.01%0.0%
Q3 2022$23,000
-4.2%
7250.0%0.01%0.0%
Q2 2022$24,000
-7.7%
7250.0%0.01%
+25.0%
Q1 2022$26,000
-10.3%
7250.0%0.00%
-20.0%
Q4 2021$29,000
+3.6%
7250.0%0.01%0.0%
Q3 2021$28,000
-46.2%
725
-45.3%
0.01%
-50.0%
Q2 2021$52,000
-88.2%
1,325
-88.9%
0.01%
-92.8%
Q3 2018$442,000
-9.2%
11,908
-7.7%
0.14%
-14.8%
Q2 2018$487,000
-12.4%
12,908
-12.8%
0.16%
-15.6%
Q1 2018$556,000
+1.3%
14,800
+2.6%
0.19%
-4.5%
Q4 2017$549,00014,4200.20%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders