FIRST FOUNDATION ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 519 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.2%.

Quarter-by-quarter ownership
FIRST FOUNDATION ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$400,000
+8.1%
6,056
+1.6%
0.02%
-8.7%
Q1 2020$370,000
-16.7%
5,9630.0%0.02%
+4.5%
Q4 2019$444,000
+1.6%
5,9630.0%0.02%
-4.3%
Q3 2019$437,000
-1.1%
5,963
-1.9%
0.02%
-8.0%
Q2 2019$442,000
+3.0%
6,079
+1.9%
0.02%0.0%
Q1 2019$429,000
+8.1%
5,9630.0%0.02%0.0%
Q4 2018$397,000
-8.5%
5,9630.0%0.02%
+4.2%
Q3 2018$434,000
+2.4%
5,9630.0%0.02%
-4.0%
Q2 2018$424,000
-3.4%
5,9630.0%0.02%
+4.2%
Q1 2018$439,000
-0.5%
5,963
-1.3%
0.02%0.0%
Q4 2017$441,000
-3.9%
6,040
-6.5%
0.02%
-7.7%
Q3 2017$459,000
+11.1%
6,463
+8.4%
0.03%
+8.3%
Q2 2017$413,000
+4.8%
5,9630.0%0.02%0.0%
Q1 2017$394,000
+7.9%
5,9630.0%0.02%0.0%
Q4 2016$365,000
-7.8%
5,963
+1.7%
0.02%
-11.1%
Q3 2016$396,000
+1.8%
5,8610.0%0.03%
-3.6%
Q2 2016$389,0000.0%5,8610.0%0.03%0.0%
Q1 2016$389,000
+2.4%
5,8610.0%0.03%
+7.7%
Q4 2015$380,0005,8610.03%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Burt Wealth Advisors 516,870$29,467,00011.82%
Sound Financial Strategies Group, LLC 78,581$4,480,0006.73%
GRAYHAWK INVESTMENT STRATEGIES INC. 170,487$9,719,0006.59%
AGILIS PARTNERS LLC 177,902$10,142,0006.39%
Ballew Advisors, Inc 122,205$6,945,0006.23%
Wharton Business Group, LLC 1,606,186$91,569,0006.19%
VAUGHAN & Co SECURITIES, INC. 121,477$6,925,0005.98%
HERON FINANCIAL GROUP, LLC 141,002$8,039,0004.97%
Family Capital Trust Co 178,416$10,171,0004.66%
Lester Murray Antman dba SimplyRich 169,156$9,643,0004.34%
View complete list of ISHARES TR shareholders