Rockwood 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
Rockwood Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$247,251
-2.6%
3,4160.0%0.04%
-6.8%
Q2 2023$253,912
+2.2%
3,4160.0%0.04%
-10.2%
Q1 2023$248,480
-29.6%
3,416
-30.2%
0.05%
-40.2%
Q4 2022$353,0744,8970.08%
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