COLLECTIVE FAMILY OFFICE 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
COLLECTIVE FAMILY OFFICE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$478,504
-2.6%
6,6110.0%0.19%
-3.1%
Q2 2023$491,396
+2.2%
6,6110.0%0.19%
-3.0%
Q1 2023$480,884
-55.4%
6,611
-58.4%
0.20%
-66.9%
Q4 2020$1,078,00015,8880.60%
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