REILLY FINANCIAL ADVISORS, LLC - ISHARES TR ownership

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%.

Quarter-by-quarter ownership
REILLY FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$16,000
-30.4%
220
-29.7%
0.00%
-66.7%
Q2 2019$23,000
-8.0%
313
-10.6%
0.00%0.0%
Q1 2019$25,000
+8.7%
3500.0%0.00%0.0%
Q4 2018$23,000
-8.0%
3500.0%0.00%0.0%
Q3 2018$25,0000.0%3500.0%0.00%
-25.0%
Q2 2018$25,000
-3.8%
3500.0%0.00%0.0%
Q1 2018$26,000
+766.7%
350
+845.9%
0.00%
Q4 2017$3,0000.0%370.0%0.00%
Q3 2017$3,000
-57.1%
37
-63.4%
0.00%
-100.0%
Q2 2017$7,0001010.00%
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