EVERMAY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 345 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,562
-7.9%
580.0%0.00%0.0%
Q2 2023$4,956
+21.6%
580.0%0.00%0.0%
Q1 2023$4,077
+16.0%
580.0%0.00%0.0%
Q4 2022$3,515
+17.2%
580.0%0.00%0.0%
Q3 2022$3,0000.0%580.0%0.00%0.0%
Q2 2022$3,0000.0%580.0%0.00%0.0%
Q1 2022$3,000
-40.0%
580.0%0.00%0.0%
Q4 2021$5,000
+25.0%
580.0%0.00%0.0%
Q3 2021$4,0000.0%580.0%0.00%0.0%
Q2 2021$4,000580.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Main Management Fund Advisors LLC 117,200$6,153,0004.35%
COTTONWOOD CAPITAL ADVISORS, LLC 50,972$2,676,0002.42%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,830$1,657,0001.48%
Gerber Kawasaki Wealth & Investment Management 228,830$12,013,0001.14%
Capital Asset Advisory Services LLC 182,952$9,605,0001.06%
Main Management LLC 135,812$7,130,0000.85%
Carl P. Sherr & Co., LLC 14,666$770,0000.58%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 11,125$584,0000.48%
X-Square Capital, LLC 15,226$799,0000.48%
PEDDOCK CAPITAL ADVISORS, LLC 23,389$1,228,0000.48%
View complete list of ISHARES TR shareholders