Essex Financial Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
Essex Financial Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$523,576
-11.6%
8,028
-8.5%
0.06%
-9.0%
Q2 2023$592,276
+19.2%
8,774
+19.4%
0.07%
+28.8%
Q1 2023$496,996
+104310.9%
7,347
-1.9%
0.05%
+4.0%
Q4 2022$476
-99.9%
7,489
-14.5%
0.05%
-16.7%
Q3 2022$500,000
-19.0%
8,763
-10.1%
0.06%
-13.0%
Q2 2022$617,000
-68.7%
9,744
-62.9%
0.07%
-28.1%
Q1 2022$1,969,000
+61.5%
26,268
+65.5%
0.10%
-20.7%
Q4 2021$1,219,000
+6.2%
15,876
+4.2%
0.12%
-7.6%
Q3 2021$1,148,000
+36.0%
15,240
+31.7%
0.13%
+7.4%
Q2 2021$844,0000.0%11,5690.0%0.12%
-19.2%
Q1 2021$844,000
-45.0%
11,569
-44.6%
0.15%
-50.3%
Q4 2020$1,534,000
+28.5%
20,898
+19.2%
0.30%
+3.8%
Q3 2020$1,194,000
+26.8%
17,526
+22.9%
0.29%
+1.0%
Q2 2020$942,000
+87.6%
14,258
+76.2%
0.29%
+62.0%
Q1 2020$502,000
+64.1%
8,093
+97.1%
0.18%
+113.1%
Q4 2019$306,000
-79.6%
4,105
-79.8%
0.08%
-71.4%
Q1 2018$1,500,000
+13.1%
20,352
+6.3%
0.29%
+5.0%
Q2 2017$1,326,000
+28.6%
19,146
+22.6%
0.28%
+18.1%
Q1 2017$1,031,000
-63.4%
15,620
-69.7%
0.24%
-60.8%
Q4 2016$2,817,000
-36.4%
51,620
-28.0%
0.60%
-42.7%
Q3 2016$4,428,000
+84.3%
71,725
+68.3%
1.05%
+81.4%
Q2 2016$2,403,000
+26.4%
42,630
+19.4%
0.58%
+23.4%
Q1 2016$1,901,00035,7000.47%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 794,211$52,084,00020.67%
Burt Wealth Advisors 543,101$39,179,00011.75%
Prism Advisors, Inc. 286,940$20,700,0006.93%
Ballew Advisors, Inc 120,480$8,595,0006.56%
Personal Wealth Partners 208,244$15,023,0006.56%
AGILIS PARTNERS LLC 177,902$12,834,0006.42%
VAUGHAN & Co SECURITIES, INC. 119,500$8,621,0005.96%
Wharton Business Group, LLC 1,313,872$94,783,0005.75%
Forum Private Client Group LLC 100,720$7,266,0005.64%
JANICZEK WEALTH MANAGEMENT, LLC 226,576$16,345,0004.51%
View complete list of ISHARES TR shareholders