Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$211,000
-7.5%
2,743
-9.3%
0.03%
-15.0%
Q3 2021$228,000
-0.9%
3,023
-0.8%
0.04%0.0%
Q2 2021$230,000
+3.1%
3,048
-0.2%
0.04%
-4.8%
Q1 2021$223,000
-11.5%
3,053
-10.9%
0.04%
-16.0%
Q4 2020$252,000
-9.0%
3,426
-15.7%
0.05%
-20.6%
Q3 2020$277,000
-2.5%
4,066
-5.4%
0.06%
-10.0%
Q2 2020$284,000
+1134.8%
4,300
+1323.8%
0.07%
+1300.0%
Q4 2019$23,000
-96.7%
302
-96.8%
0.01%
-96.7%
Q2 2019$690,0009,4930.15%
Other shareholders
ISHARES TR shareholders Q4 2021
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