Dynasty Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 452 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.90 and the average weighting 1.2%.

Quarter-by-quarter ownership
Dynasty Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$520,000
+23.8%
9,120
+15.4%
0.67%
-23.0%
Q2 2018$420,000
+2.4%
7,9000.0%0.87%
+405.2%
Q1 2018$410,000
-1.0%
7,900
+0.6%
0.17%
-75.9%
Q4 2017$414,0007,8500.72%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Financial Advisors, LLC 959,675$77,638,00023.66%
Wealth Advisors of Iowa, LLC 476,499$38,549,00021.08%
Halpern Financial, Inc. 604,591$48,911,38220.93%
Personal Wealth Partners 560,612$45,354,00018.72%
Cassia Capital Partners, LLC 324,120$26,221,00017.61%
Legacy Financial Advisors, Inc. 903,009$73,053,00016.76%
Tillar-Wenstrup Advisors, LLC 404,653$32,736,00015.42%
Syverson Strege & Co 228,693$18,501,00013.71%
IRONWOOD WEALTH MANAGEMENT, INC. 242,184$19,593,00013.71%
AGILIS PARTNERS LLC 320,613$25,938,00012.98%
View complete list of ISHARES TR shareholders