ROOSEVELT INVESTMENT GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.

Quarter-by-quarter ownership
ROOSEVELT INVESTMENT GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$284,000
-10.1%
4,9860.0%0.02%
-13.0%
Q2 2022$316,000
-11.0%
4,986
+1.4%
0.02%
+9.5%
Q1 2022$355,000
+4.1%
4,917
+10.7%
0.02%
+10.5%
Q4 2021$341,000
+1.8%
4,4400.0%0.02%
-9.5%
Q3 2021$335,0000.0%4,4400.0%0.02%
+5.0%
Q2 2021$335,000
+3.4%
4,4400.0%0.02%
-4.8%
Q1 2021$324,000
-45.0%
4,440
-44.7%
0.02%
-50.0%
Q4 2020$589,0008,0300.04%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 816,500$59,613,00030.48%
O'Brien Wealth Partners LLC 728,769$54,038,00017.90%
Financial Advisors, LLC 484,535$35,366,00014.11%
Burt Wealth Advisors 488,964$35,690,00013.15%
Peterson Wealth Advisors, LLC 363,847$26,557,00010.81%
Personal Wealth Partners 257,321$18,782,0008.48%
Verde Capital Management 240,159$17,531,0007.72%
Monterey Private Wealth, Inc. 181,967$13,602,0007.49%
JANICZEK WEALTH MANAGEMENT, LLC 231,002$16,861,0006.72%
MIRSKY FINANCIAL MANAGEMENT CORP. 192,545$14,054,0006.52%
View complete list of ISHARES TR shareholders