EVERMAY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 262 filers reported holding ISHARES TR in Q4 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 Q4 2022
NameSharesValueWeighting ↓
Arden Trust Co 266,687$15,934,5523.24%
Fort Henry Capital, LLC 48,212$2,880,6672.61%
Consilium Wealth Advisory, LLC 47,675$2,848,5812.43%
Archvest Wealth Advisors, Inc. 39,579$2,364,8562.34%
Allen Capital Group, LLC 39,579$2,364,8562.34%
NORTHWEST WEALTH MANAGEMENT, LLC 84,847$5,069,5792.17%
UNIQUE WEALTH, LLC 63,361$3,785,8012.02%
PATTON ALBERTSON MILLER GROUP, LLC 111,334$6,652,1911.22%
Weaver Consulting Group 38,014$2,271,3211.16%
Legacy Financial Group LLC 64,684$3,864,8961.16%
View complete list of ISHARES TR shareholders