EVERMAY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 126 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,553
+1.8%
3000.0%0.00%0.0%
Q2 2023$11,346
+4.0%
3000.0%0.00%0.0%
Q1 2023$10,905
+10.1%
3000.0%0.00%0.0%
Q4 2022$9,906
-0.9%
3000.0%0.00%0.0%
Q3 2022$10,000
-9.1%
3000.0%0.00%0.0%
Q2 2022$11,000
-15.4%
3000.0%0.00%0.0%
Q1 2022$13,0000.0%3000.0%0.00%0.0%
Q4 2021$13,0000.0%3000.0%0.00%
-33.3%
Q3 2021$13,0000.0%3000.0%0.00%
+50.0%
Q2 2021$13,0003000.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
AMARILLO NATIONAL BANK 136,735$5,837,0001.13%
LVM CAPITAL MANAGEMENT LTD/MI 194,126$8,287,0001.10%
RETIREMENT CAPITAL STRATEGIES 59,735$2,509,0001.01%
Trinity Legacy Partners, LLC 65,164$2,782,0000.94%
Sierra Capital LLC 117,113$5,000,0000.79%
ALTERNA WEALTH MANAGEMENT, INC 20,842$890,0000.75%
Purus Wealth Management, LLC 18,383$785,0000.54%
Wharton Business Group, LLC 189,076$8,072,0000.49%
Wealthcare Advisory Partners LLC 173,859$7,422,0000.45%
WealthOne, LLC 27,739$1,184,0000.42%
View complete list of ISHARES TR shareholders