Lee Financial Co - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 332 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.62 and the average weighting 1.0%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,935
-3.4%
450.0%0.00%0.0%
Q2 2023$3,038
-0.2%
450.0%0.00%0.0%
Q1 2023$3,045
+6.4%
450.0%0.00%
Q4 2022$2,861
-4.6%
450.0%0.00%
-100.0%
Q3 2022$3,0000.0%450.0%0.00%0.0%
Q2 2022$3,0000.0%450.0%0.00%0.0%
Q1 2022$3,0000.0%450.0%0.00%0.0%
Q4 2021$3,0000.0%450.0%0.00%0.0%
Q3 2021$3,0000.0%450.0%0.00%0.0%
Q2 2021$3,0000.0%450.0%0.00%0.0%
Q1 2021$3,0000.0%450.0%0.00%0.0%
Q4 2020$3,0000.0%450.0%0.00%0.0%
Q3 2020$3,0000.0%450.0%0.00%0.0%
Q2 2020$3,0000.0%450.0%0.00%0.0%
Q1 2020$3,0000.0%450.0%0.00%0.0%
Q4 2019$3,0000.0%450.0%0.00%0.0%
Q3 2019$3,0000.0%450.0%0.00%0.0%
Q2 2019$3,0000.0%450.0%0.00%0.0%
Q1 2019$3,000
-85.7%
45
-85.9%
0.00%
-83.3%
Q4 2018$21,000
-8.7%
3200.0%0.01%0.0%
Q3 2018$23,0000.0%3200.0%0.01%
+20.0%
Q2 2018$23,000
-4.2%
3200.0%0.01%
-16.7%
Q1 2018$24,000
-46.7%
320
-48.4%
0.01%
-53.8%
Q4 2017$45,000
+2.3%
6200.0%0.01%
-7.1%
Q3 2017$44,000
+2.3%
6200.0%0.01%
-12.5%
Q2 2017$43,000
-53.3%
620
-55.6%
0.02%
-56.8%
Q1 2017$92,000
-82.8%
1,395
-84.0%
0.04%
-87.6%
Q4 2016$535,0008,7320.30%
Other shareholders
ISHARES TR shareholders Q1 2018
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