EVERMAY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 5.00 and the average weighting 0.0%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,378
-7.6%
7000.0%0.00%0.0%
Q2 2023$23,128
+5.3%
7000.0%0.00%0.0%
Q1 2023$21,966
+22.9%
7000.0%0.00%0.0%
Q4 2022$17,871
+5.1%
7000.0%0.00%
+33.3%
Q3 2022$17,000
-10.5%
7000.0%0.00%
-25.0%
Q2 2022$19,000
-20.8%
7000.0%0.00%0.0%
Q1 2022$24,000
-17.2%
7000.0%0.00%
-20.0%
Q4 2021$29,000
-3.3%
7000.0%0.01%
-16.7%
Q3 2021$30,000
-3.2%
7000.0%0.01%0.0%
Q2 2021$31,0007000.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
H&H Retirement Design & Management INC 25,792$779,9630.54%
CORA CAPITAL ADVISORS LLC 24,611$751,6200.50%
Wharton Business Group, LLC 224,122$6,8450.38%
WJ Wealth Management, LLC 24,598$751,2210.36%
Lodestone Wealth Management LLC 12,023$367,1860.26%
Phoenix Wealth Advisors 11,083$338,4750.20%
Wolf Group Capital Advisors 13,060$398,8520.19%
WMG Financial Advisors, LLC 6,607$201,7780.17%
Wealthcare Advisory Partners LLC 88,707$2,709,1080.12%
Consolidated Portfolio Review Corp 15,387$469,9190.11%
View complete list of ISHARES TR shareholders