NORTHCAPE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.

Quarter-by-quarter ownership
NORTHCAPE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$221,930
-41.0%
3,051
-46.3%
0.08%
-40.3%
Q3 2022$376,000
-7.8%
5,683
-2.2%
0.13%
-14.1%
Q2 2022$408,000
-19.2%
5,808
-10.8%
0.16%
+6.1%
Q1 2022$505,000
-2.9%
6,510
+1.2%
0.15%
-16.0%
Q4 2021$520,0006,4310.18%
Other shareholders
ISHARES TR shareholders Q1 2022
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