Transamerica Financial Advisors, Inc. - 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
Transamerica Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,501
-43.5%
23,001
-41.5%
0.20%
-41.0%
Q2 2023$2,655
-5.2%
39,324
-5.0%
0.34%
-7.0%
Q1 2023$2,801
+137.4%
41,390
+123.1%
0.37%
+120.2%
Q4 2022$1,180
-99.9%
18,554
-5.6%
0.17%
+1.8%
Q3 2022$1,121,000
+13.5%
19,663
+26.1%
0.16%
+17.9%
Q2 2022$988,000
+12250.0%
15,596
+14753.3%
0.14%
-51.0%
Q1 2022$8,000
-27.3%
105
-23.4%
0.29%
-3.7%
Q4 2021$11,000
+10.0%
137
+4.6%
0.30%
+6.1%
Q3 2021$10,000
-9.1%
131
-3.0%
0.28%
+4.1%
Q2 2021$11,0000.0%135
-10.6%
0.27%
+0.4%
Q1 2021$11,000
-26.7%
151
-23.4%
0.27%
-13.5%
Q4 2020$15,000
+7.1%
197
+1.5%
0.31%
+22.0%
Q3 2020$14,000
-99.6%
194
-99.6%
0.25%
-67.5%
Q2 2020$3,566,000
+23673.3%
53,981
+23167.7%
0.78%
+192.9%
Q1 2020$15,000
-16.7%
232
-2.5%
0.27%
+7.2%
Q4 2019$18,000
-5.3%
238
-7.4%
0.25%
+2.9%
Q3 2019$19,000
-99.7%
257
-99.7%
0.24%
-80.7%
Q2 2019$5,825,000
+29025.0%
80,189
+30046.2%
1.26%
+965.3%
Q1 2019$20,000
-99.5%
266
-99.6%
0.12%
-88.8%
Q4 2018$4,106,000
-3.9%
61,583
+5.0%
1.05%
+16.2%
Q3 2018$4,272,000
+12.1%
58,661
+9.5%
0.91%
+7.6%
Q2 2018$3,812,000
+7.0%
53,579
+10.8%
0.84%
+60.3%
Q1 2018$3,563,000
+45.8%
48,351
+44.4%
0.53%
+62.3%
Q4 2017$2,444,000
+12.0%
33,488
+9.0%
0.32%
+20.0%
Q3 2017$2,183,000
+36.1%
30,712
+32.7%
0.27%
+23.9%
Q2 2017$1,604,000
+121.5%
23,152
+111.2%
0.22%
+150.6%
Q1 2017$724,000
-28.1%
10,963
-29.3%
0.09%
+17.6%
Q4 2015$1,007,000
+566.9%
15,514
+544.5%
0.07%
+516.7%
Q3 2015$151,000
-92.1%
2,407
-91.8%
0.01%
-91.2%
Q2 2015$1,914,000
+0.7%
29,311
+1.7%
0.14%
+3.8%
Q1 2015$1,900,000
+37900.0%
28,829
+42295.6%
0.13%
Q4 2014$5,0000.0%68
-15.0%
0.00%
Q3 2014$5,000
-99.7%
80
-99.7%
0.00%
-100.0%
Q2 2014$1,753,000
-3.4%
26,798
-7.2%
0.15%
-15.0%
Q1 2014$1,814,000
+23.0%
28,889
+20.7%
0.18%
+12.5%
Q4 2013$1,475,000
-17.0%
23,944
-17.9%
0.16%
-30.7%
Q3 2013$1,778,000
+179.1%
29,162
+162.0%
0.23%
+122.1%
Q2 2013$637,00011,1290.10%
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