Mariner, LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.

Quarter-by-quarter ownership
Mariner, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,389,470
-9.6%
266,621
-6.5%
0.05%
-7.8%
Q2 2023$19,241,937
+125344.5%
285,069
+25.7%
0.05%
+13.3%
Q1 2023$15,339
-7.6%
226,736
-13.2%
0.04%
-15.1%
Q4 2022$16,602
-99.9%
261,100
-9.5%
0.05%
-19.7%
Q3 2022$16,457,000
-34.6%
288,644
-27.4%
0.07%
-35.9%
Q2 2022$25,177,000
+6.7%
397,676
+21.6%
0.10%
+15.7%
Q1 2022$23,587,000
-6.6%
326,963
-0.6%
0.09%
-16.8%
Q4 2021$25,255,000
+0.6%
328,976
-1.3%
0.11%
-18.3%
Q3 2021$25,103,000
-2.8%
333,196
-2.6%
0.13%
-18.1%
Q2 2021$25,836,000
-10.5%
342,012
-13.5%
0.16%
-20.4%
Q1 2021$28,875,000
-27.9%
395,605
-27.5%
0.20%
-34.5%
Q4 2020$40,033,000
+4.2%
545,334
-3.3%
0.31%
-15.2%
Q3 2020$38,431,000
+2.8%
564,085
-0.3%
0.36%
-3.5%
Q2 2020$37,387,000
+15.4%
565,959
+8.4%
0.38%
-7.4%
Q1 2020$32,411,000
-33.3%
522,030
-19.9%
0.40%
-19.8%
Q4 2019$48,594,000
+7.3%
651,914
+5.4%
0.50%
-6.8%
Q3 2019$45,307,000
+17.3%
618,269
+16.2%
0.54%
+17.6%
Q2 2019$38,640,000
+13.7%
531,940
+12.7%
0.46%
-4.8%
Q1 2019$33,970,000
+201.7%
471,800
+179.3%
0.48%
+142.0%
Q4 2018$11,259,000
+245.6%
168,902
+277.4%
0.20%
+138.1%
Q3 2018$3,258,000
+144.2%
44,751
+138.7%
0.08%
+121.1%
Q2 2018$1,334,000
+318.2%
18,747
+333.5%
0.04%
+245.5%
Q1 2018$319,000
+2178.6%
4,325
+1959.5%
0.01%
+1000.0%
Q3 2016$14,0002100.00%
Other shareholders
ISHARES TR shareholders Q1 2022
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