Cassaday & Co Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Cassaday & Co Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$569,342
-2.6%
7,8660.0%0.02%
+4.3%
Q2 2023$584,680
+1.5%
7,866
-0.7%
0.02%
-8.0%
Q1 2023$576,247
-0.2%
7,922
-1.1%
0.02%
-7.4%
Q4 2022$577,3778,0080.03%
Other shareholders
ISHARES TR shareholders Q1 2023
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