Fiduciary Alliance LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,135 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Fiduciary Alliance LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$358,202
-22.7%
4,591
-28.3%
0.07%
-33.6%
Q3 2023$463,555
+22.8%
6,405
+26.1%
0.11%
+32.1%
Q2 2023$377,442
+294.4%
5,078
+282.7%
0.08%
+224.0%
Q4 2022$95,7091,3270.02%
Other shareholders
ISHARES TR shareholders Q2 2023
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