Syntegra Private Wealth Group, LLC - 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 Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Syntegra Private Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,958,136
+3.2%
206,661
+6.0%
2.35%
+6.0%
Q2 2023$14,496,025
+12.1%
195,023
+9.7%
2.22%
-3.7%
Q1 2023$12,927,073
+14.4%
177,716
+13.4%
2.30%
+1.5%
Q4 2022$11,300,301156,7222.26%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Cassia Capital Partners, LLC 382,000$27,649,14622.63%
Financial Advisors, LLC 1,084,310$78,482,32919.43%
Wealth Advisors of Iowa, LLC 327,608$23,712,27016.68%
Sovereign Investment Advisors, LLC 384,417$27,824,11010.91%
Wells Financial Advisors INC 190,211$13,767,46710.70%
Halpern Financial, Inc. 420,898$30,464,59510.52%
GRAYHAWK INVESTMENT STRATEGIES INC. 201,535$14,587,1039.79%
Darrow Company, Inc. 153,486$11,109,3529.74%
Lowe Wealth Advisors, LLC 249,740$18,076,1459.61%
Adaptive Financial Consulting, LLC 221,023$15,997,6709.06%
View complete list of ISHARES TR shareholders