EVERMAY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,524
-4.3%
240.0%0.00%
Q2 2023$1,593
+4.3%
240.0%0.00%
Q1 2023$1,527
+6.5%
240.0%0.00%
Q4 2022$1,434
+43.4%
240.0%0.00%
Q3 2022$1,0000.0%24
+33.3%
0.00%
Q2 2022$1,0000.0%18
+5.9%
0.00%
Q1 2022$1,000170.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 47,414$2,840,0003.06%
Fort Henry Capital, LLC 48,896$2,928,0002.73%
NORTHWEST WEALTH MANAGEMENT, LLC 86,099$5,156,0002.24%
Archvest Wealth Advisors, Inc. 31,460$1,884,0001.88%
Weaver Consulting Group 42,060$2,519,0001.41%
PATTON ALBERTSON MILLER GROUP, LLC 113,344$6,788,0001.39%
Legacy Financial Group LLC 56,917$3,409,0001.08%
Ahrens Investment Partners LLC 38,923$2,331,0001.03%
LBMC INVESTMENT ADVISORS, LLC 148,353$8,885,0000.96%
Buttonwood Financial Group, LLC 15,887$946,0000.93%
View complete list of ISHARES TR shareholders