Retireful, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 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
Retireful, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,214,325
-13.0%
38,284
-13.4%
1.51%
-1.6%
Q1 2024$3,694,988
-3.0%
44,209
-9.5%
1.54%
-7.4%
Q4 2023$3,809,893
+352.5%
48,826
+307.1%
1.66%
-9.3%
Q2 2022$842,000
+205.1%
11,994
+224.1%
1.83%
-72.5%
Q1 2022$276,0003,7016.64%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 1,651,500$112,054,00056.30%
Financial Advisors, LLC 912,739$61,957,00027.53%
Personal Wealth Partners 825,808$56,056,00026.21%
Syverson Strege & Co 399,620$27,126,00025.89%
Sanford Advisory Services, LLC 1,149,482$78,022,00024.92%
ACT Advisors, LLC. 397,566$26,987,00024.46%
Cassia Capital Partners, LLC 362,961$24,638,00023.80%
Legacy Financial Advisors, Inc. 1,238,301$84,055,00023.76%
Wells Financial Advisors INC 408,991$27,762,00023.73%
Monterey Private Wealth, Inc. 594,873$40,380,00023.28%
View complete list of ISHARES TR shareholders