Fortis Group Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,014 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.7%.

Quarter-by-quarter ownership
Fortis Group Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,740,731
+7.8%
23,937
+10.2%
0.53%
+24.8%
Q2 2023$1,614,212
-0.4%
21,717
-1.1%
0.43%
-12.5%
Q1 2023$1,620,719
-76.8%
21,955
-80.0%
0.49%
-63.9%
Q3 2020$6,989,000109,6821.36%
Other shareholders
ISHARES TR shareholders Q4 2020
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