Wealth Management Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Wealth Management Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$419,683
-2.6%
5,7980.0%0.29%
+2.5%
Q2 2023$430,990
-47.0%
5,798
-48.2%
0.28%
-40.1%
Q1 2023$813,894
+84241.3%
11,189
-16.4%
0.47%
-7.5%
Q4 2022$965
-99.9%
13,381
-7.9%
0.51%
-9.3%
Q3 2022$960,000
-14.5%
14,529
-9.2%
0.56%
-11.6%
Q2 2022$1,123,000
-25.4%
15,996
-17.6%
0.63%
-19.3%
Q1 2022$1,506,000
-60.0%
19,412
-58.3%
0.78%
-59.6%
Q4 2021$3,768,00046,5811.94%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Financial Advisors, LLC 1,016,718$71,384,00025.21%
Cassia Capital Partners, LLC 277,658$19,494,00019.46%
Halpern Financial, Inc. 686,429$48,194,15418.80%
Legacy Financial Advisors, Inc. 819,533$57,539,00014.30%
AGILIS PARTNERS LLC 304,638$21,389,00013.23%
ABSOLUTE CAPITAL MANAGEMENT, LLC 113,006$7,934,00012.73%
Summit Wealth Group, LLC 145,055$10,184,00012.03%
Sovereign Investment Advisors, LLC 378,540$26,577,00011.51%
Tillar-Wenstrup Advisors, LLC 312,012$21,906,00010.96%
Darrow Company, Inc. 156,538$10,990,00010.87%
View complete list of ISHARES TR shareholders