Birchcreek Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 967 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.

Quarter-by-quarter ownership
Birchcreek Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$209,000
-8.7%
2,579
-21.9%
0.18%
-24.8%
Q1 2021$229,000
-55.1%
3,303
-56.1%
0.24%
-51.6%
Q4 2020$510,0007,5170.50%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Financial Advisors, LLC 1,092,633$91,737,42918.76%
GRAYHAWK INVESTMENT STRATEGIES INC. 42,164$3,540,08916.12%
Cassia Capital Partners, LLC 238,264$20,004,68213.19%
Sovereign Investment Advisors, LLC 323,837$25,269,0379.42%
Lowe Wealth Advisors, LLC 231,723$19,455,5038.86%
Teilinger Capital Ltd. 241,000$20,234,3608.82%
IRONWOOD WEALTH MANAGEMENT, INC. 201,331$17,117,1628.66%
Halpern Financial, Inc. 374,389$31,433,7198.64%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 72,630$6,098,0258.30%
Adaptive Financial Consulting, LLC 226,332$19,002,8228.24%
View complete list of ISHARES TR shareholders