Calamos Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.

Quarter-by-quarter ownership
Calamos Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,688,000
-12.3%
26,6650.0%0.15%
+4.2%
Q1 2022$1,924,000
-8.2%
26,665
-4.2%
0.14%
-14.8%
Q3 2021$2,097,000
-0.3%
27,8340.0%0.17%
+3.0%
Q2 2021$2,103,000
+3.5%
27,8340.0%0.16%
-2.4%
Q1 2021$2,032,000
+497.6%
27,834
+503.6%
0.17%
+290.7%
Q1 2018$340,000
-51.9%
4,611
-52.4%
0.04%
-53.3%
Q4 2017$707,000
-82.6%
9,691
-83.1%
0.09%
-83.7%
Q3 2017$4,072,000
+1.7%
57,304
-0.9%
0.56%
-0.5%
Q2 2017$4,004,000
-35.9%
57,824
-38.9%
0.57%
-39.2%
Q1 2017$6,242,000
-11.0%
94,575
-17.4%
0.93%
-17.4%
Q4 2016$7,012,000
-53.1%
114,541
-48.2%
1.13%
-55.8%
Q3 2016$14,961,000
+52.5%
221,183
+49.7%
2.56%
+47.5%
Q2 2016$9,808,000
+119.6%
147,734
+119.8%
1.73%
+101.5%
Q1 2016$4,467,000
+246.3%
67,228
+238.1%
0.86%
+234.6%
Q4 2015$1,290,000
+486.4%
19,883
+464.9%
0.26%
+384.9%
Q3 2015$220,0003,5200.05%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 816,500$59,613,00030.48%
O'Brien Wealth Partners LLC 728,769$54,038,00017.90%
Financial Advisors, LLC 484,535$35,366,00014.11%
Burt Wealth Advisors 488,964$35,690,00013.15%
Peterson Wealth Advisors, LLC 363,847$26,557,00010.81%
Personal Wealth Partners 257,321$18,782,0008.48%
Verde Capital Management 240,159$17,531,0007.72%
Monterey Private Wealth, Inc. 181,967$13,602,0007.49%
JANICZEK WEALTH MANAGEMENT, LLC 231,002$16,861,0006.72%
MIRSKY FINANCIAL MANAGEMENT CORP. 192,545$14,054,0006.52%
View complete list of ISHARES TR shareholders