EVERMAY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 135 filers reported holding ISHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
CROSSPOINT FINANCIAL, LLC 37,790$1,455,28815.38%
RETIREMENT CAPITAL STRATEGIES 78,687$3,030,2361.42%
ABSOLUTE CAPITAL MANAGEMENT, LLC 22,600$870,3260.84%
Sierra Capital LLC 117,113$4,5100.72%
MARK SHEPTOFF FINANCIAL PLANNING, LLC 29,050$1,118,7200.72%
LVM CAPITAL MANAGEMENT LTD/MI 127,906$4,9260.69%
WealthOne, LLC 41,107$1,583,0460.64%
ALTERNA WEALTH MANAGEMENT, INC 12,317$474,3280.61%
CORA CAPITAL ADVISORS LLC 20,980$807,9400.54%
Wharton Business Group, LLC 200,110$7,7060.43%
View complete list of ISHARES TR shareholders