EVERMAY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 211 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$37,801
-67.0%
1,523
-67.0%
0.01%
-63.6%
Q2 2023$114,573
-98.5%
4,618
-98.5%
0.02%
-98.6%
Q1 2023$7,646,343
+1.3%
308,196
+0.8%
1.54%
+0.4%
Q4 2022$7,549,642
+85.1%
305,602
+85.6%
1.54%
+89.5%
Q3 2022$4,079,000164,6570.81%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Arlington Trust Co LLC 2,735,336$67,891,04027.87%
Arlington Partners LLC 2,735,336$67,891,04027.87%
Kerntke Otto McGlone Wealth Management Group 470,100$11,667,88812.03%
Campbell Wealth Management 2,304,679$57,2026.96%
Trinity Wealth Management, LLC 384,434$9,541,6525.92%
Day & Ennis, LLC 563,026$13,974,3135.21%
Michael S. Ryan, Inc. 202,482$5,023,5694.79%
Keeler Thomas Management LLC 485,810$12,058,7714.46%
MV CAPITAL MANAGEMENT, INC. 1,034,880$25,685,7313.43%
Vista Private Wealth Partners. LLC 318,156$7,863,2143.29%
View complete list of ISHARES TR shareholders