Destination Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 253 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.18 and the average weighting 1.2%.

Quarter-by-quarter ownership
Destination Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$5,000
-28.6%
66
-35.9%
0.00%
Q4 2018$7,000
-46.2%
103
-44.0%
0.00%
-100.0%
Q3 2018$13,000
+30.0%
184
+32.4%
0.00%0.0%
Q2 2018$10,000
-37.5%
139
-37.4%
0.00%0.0%
Q1 2018$16,000
-95.2%
222
-95.6%
0.00%
-96.3%
Q2 2016$333,0005,0170.03%
Other shareholders
ISHARES TR shareholders Q3 2016
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