Peterson Financial Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.

Quarter-by-quarter ownership
Peterson Financial Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$201,560
-1.3%
2,712
-4.2%
0.13%
-55.5%
Q4 2022$204,190
-8.0%
2,832
-10.5%
0.29%
+63.1%
Q2 2022$222,000
-24.7%
3,165
-16.8%
0.18%
-17.1%
Q1 2022$295,000
-52.3%
3,805
-50.1%
0.22%
+45.0%
Q4 2021$618,0007,6320.15%
Other shareholders
ISHARES TR shareholders Q4 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