FOSTER & MOTLEY INC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 520 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.

Quarter-by-quarter ownership
FOSTER & MOTLEY INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,053
-14.0%
15,186
-12.1%
0.07%
-14.3%
Q1 2024$1,225
-2.5%
17,280
-4.6%
0.08%
-9.7%
Q4 2023$1,256
-46.4%
18,109
-49.6%
0.09%
-51.6%
Q3 2023$2,345
-5.4%
35,954
-2.1%
0.19%0.0%
Q2 2023$2,480
-2.4%
36,734
-2.2%
0.19%
-7.2%
Q1 2023$2,540
-14.2%
37,545
-19.4%
0.21%
-18.2%
Q4 2022$2,961
-99.8%
46,568
+67.6%
0.25%
+68.7%
Q3 2022$1,584,000
-60.6%
27,777
-56.3%
0.15%
-57.6%
Q2 2022$4,024,000
-44.4%
63,564
-36.6%
0.35%
-37.7%
Q1 2022$7,238,000
-16.0%
100,336
-10.6%
0.57%
-15.4%
Q4 2021$8,619,000
-1.0%
112,268
-2.8%
0.67%
-7.3%
Q3 2021$8,702,000
-9.9%
115,503
-9.7%
0.72%
-10.5%
Q2 2021$9,661,000
-23.4%
127,893
-26.0%
0.81%
-23.1%
Q1 2021$12,616,000
-56.7%
172,839
-56.4%
1.05%
-62.6%
Q4 2020$29,126,000
+7.4%
396,756
-0.3%
2.81%
-11.9%
Q3 2020$27,121,000
+2.2%
398,078
-1.0%
3.20%
-3.8%
Q2 2020$26,550,000
+10.8%
401,910
+4.1%
3.32%
-7.1%
Q1 2020$23,958,000
-17.8%
386,102
-1.3%
3.57%
-2.1%
Q4 2019$29,156,000
+2.5%
391,143
+0.8%
3.65%
-5.8%
Q3 2019$28,443,000
+4.1%
388,140
+3.2%
3.88%
+1.2%
Q2 2019$27,321,000
+0.5%
376,112
-0.4%
3.83%
-2.3%
Q1 2019$27,197,000
+6.5%
377,730
-1.4%
3.92%
-4.1%
Q4 2018$25,542,000
+12.2%
383,171
+22.6%
4.09%
+19.8%
Q3 2018$22,756,000
+4.2%
312,541
+1.8%
3.41%
-2.0%
Q2 2018$21,840,000
-1.1%
307,004
+2.5%
3.48%
-3.1%
Q1 2018$22,072,000
+0.8%
299,524
-0.2%
3.60%
+2.8%
Q4 2017$21,895,000
+3.6%
300,014
+0.9%
3.50%
-3.8%
Q3 2017$21,133,000
+2.9%
297,394
+0.3%
3.64%
+0.3%
Q2 2017$20,532,000
+2.7%
296,531
-2.1%
3.63%
-0.5%
Q1 2017$19,992,000
+10.3%
302,912
+2.3%
3.64%
+5.1%
Q4 2016$18,124,000
-8.1%
296,049
+1.5%
3.47%
-8.9%
Q3 2016$19,727,000
+2.3%
291,651
+0.4%
3.81%
+0.0%
Q2 2016$19,276,000
+1.5%
290,350
+1.6%
3.81%
-1.0%
Q1 2016$18,984,000
+12.4%
285,729
+9.7%
3.84%
+7.3%
Q4 2015$16,896,000
+14.9%
260,457
+10.2%
3.58%
+7.1%
Q3 2015$14,710,000
-0.5%
236,335
+4.3%
3.35%
+3.1%
Q2 2015$14,788,000
+0.3%
226,504
+1.2%
3.25%
+0.2%
Q1 2015$14,751,000
+42.5%
223,866
+33.4%
3.24%
+38.2%
Q4 2014$10,351,000
+3.0%
167,756
+4.5%
2.34%
+0.4%
Q3 2014$10,053,000
-1.4%
160,510
+3.0%
2.33%
-0.8%
Q2 2014$10,191,000
+5.3%
155,866
+1.1%
2.35%
-1.1%
Q1 2014$9,676,000
+4.1%
154,180
+2.2%
2.38%
+1.4%
Q4 2013$9,296,000
+14.9%
150,913
+13.7%
2.35%
+8.6%
Q3 2013$8,093,000
+13.1%
132,780
+6.1%
2.16%
+8.6%
Q2 2013$7,156,000125,1281.99%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 606,289$44,417,00032.49%
Financial Advisors, LLC 376,528$27,351,00017.55%
Burt Wealth Advisors 452,560$32,874,00014.41%
Legacy Financial Advisors, Inc. 546,972$39,732,00014.05%
Peterson Wealth Advisors, LLC 288,806$20,979,00013.28%
SimpliFi, Inc. 274,449$19,936,00011.92%
Merit Financial Group, LLC 1,030,481$74,134,0008.70%
NewDay Solutions, LLC 158,748$11,536,0008.35%
RHS Financial, LLC 91,480$6,645,0008.32%
Financial Insights, Inc. 109,566$7,836,0007.95%
View complete list of ISHARES TR shareholders