BALDWIN BROTHERS LLC/MA - ISHARES TR ownership

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ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.

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Quarter-by-quarter ownership
BALDWIN BROTHERS LLC/MA ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$15,948
+6.3%
2300.0%0.00%0.0%
Q3 2023$15,001
-3.4%
2300.0%0.00%0.0%
Q2 2023$15,525
-0.2%
2300.0%0.00%0.0%
Q1 2023$15,560
-42.8%
230
-46.3%
0.00%
-50.0%
Q4 2022$27,214
+13.4%
4280.0%0.00%
-33.3%
Q3 2022$24,000
-11.1%
4280.0%0.00%
-25.0%
Q2 2022$27,000
+58.8%
428
+86.1%
0.00%
+100.0%
Q1 2022$17,000
-5.6%
2300.0%0.00%0.0%
Q4 2021$18,000
+5.9%
2300.0%0.00%0.0%
Q3 2021$17,0000.0%2300.0%0.00%0.0%
Q2 2021$17,0000.0%2300.0%0.00%0.0%
Q1 2021$17,0000.0%2300.0%0.00%0.0%
Q4 2020$17,000
+6.2%
2300.0%0.00%0.0%
Q3 2020$16,000
+6.7%
2300.0%0.00%0.0%
Q2 2020$15,000
+7.1%
2300.0%0.00%0.0%
Q1 2020$14,000
-17.6%
2300.0%0.00%0.0%
Q4 2019$17,0000.0%2300.0%0.00%
-33.3%
Q3 2019$17,0000.0%2300.0%0.00%0.0%
Q2 2019$17,0000.0%2300.0%0.00%0.0%
Q1 2019$17,000
+13.3%
2300.0%0.00%0.0%
Q4 2018$15,000
-11.8%
2300.0%0.00%
+50.0%
Q3 2018$17,000
+6.2%
2300.0%0.00%0.0%
Q2 2018$16,000–230–0.00%–
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Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
GRAYHAWK INVESTMENT STRATEGIES INC. 189,663$12,369,8218.30%
EWA, LLC 189,057$12,362,4358.01%
VAUGHAN & Co SECURITIES, INC. 120,987$7,890,7425.86%
Wharton Business Group, LLC 1,605,074$104,6835.82%
Burt Wealth Advisors 261,206$17,035,8425.23%
Balentine LLC 2,330,206$151,975,9995.08%
AGILIS PARTNERS LLC 179,543$11,7104.22%
Family Capital Trust Co 177,977$11,607,6254.11%
Insight Wealth Strategies, LLC 320,742$20,918,8084.04%
Friedenthal Financial 89,999$5,869,7353.98%
View complete list of ISHARES TR shareholders