MARINER INDEPENDENT ADVISOR NETWORK, LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
MARINER INDEPENDENT ADVISOR NETWORK, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,356,000
-31.3%
23,782
-23.6%
0.06%
-30.1%
Q2 2022$1,973,000
+7.0%
31,110
+22.0%
0.08%
+16.9%
Q1 2022$1,844,000
-3.6%
25,509
+2.3%
0.07%
-21.1%
Q4 2021$1,912,000
-17.6%
24,932
-19.0%
0.09%
-20.4%
Q3 2021$2,320,000
+22.6%
30,763
+22.8%
0.11%
+31.4%
Q2 2021$1,892,000
+45.1%
25,044
+40.2%
0.09%
+26.5%
Q1 2021$1,304,000
-71.8%
17,861
-71.6%
0.07%
-72.5%
Q4 2020$4,619,000
+16.1%
62,917
+7.8%
0.25%
-25.2%
Q3 2020$3,978,000
+1.0%
58,391
-1.8%
0.33%
-9.1%
Q2 2020$3,939,000
-25.3%
59,482
-32.6%
0.36%
-23.7%
Q1 2020$5,275,000
-26.0%
88,204
-7.8%
0.48%
-7.4%
Q4 2019$7,129,000
+2.9%
95,635
+0.6%
0.51%
-2.5%
Q3 2019$6,930,000
+11.0%
95,095
+10.4%
0.53%
+12.1%
Q2 2019$6,245,000
+0.7%
86,137
+0.4%
0.47%
-10.3%
Q1 2019$6,201,000
+7.3%
85,766
+1.8%
0.52%
+1.9%
Q4 2018$5,778,000
-4.8%
84,263
+1.1%
0.51%
-32.3%
Q3 2018$6,071,000
+476.0%
83,386
+462.5%
0.76%
+305.9%
Q2 2018$1,054,000
-47.1%
14,824
-45.2%
0.19%
+52.0%
Q1 2018$1,994,000
+62.5%
27,069
+61.0%
0.12%
-3.9%
Q4 2017$1,227,000
-9.1%
16,809
-11.5%
0.13%
-41.8%
Q3 2017$1,350,000
-76.0%
18,995
-79.3%
0.22%
-75.9%
Q4 2016$5,615,000
+40.4%
91,726
+55.2%
0.91%
+59.8%
Q3 2016$3,998,000
-6.8%
59,101
-8.5%
0.57%
-29.5%
Q2 2016$4,288,000
+67.1%
64,585
+67.2%
0.81%
-1.2%
Q1 2016$2,566,000
+4.3%
38,622
-2.1%
0.82%
-13.1%
Q3 2015$2,461,000
-99.9%
39,446
-2.9%
0.94%
-27.3%
Q2 2015$2,653,516,000
-37.6%
40,642
-37.0%
1.30%
-45.4%
Q1 2015$4,253,265,000
-4.0%
64,551
-10.1%
2.38%
+15.7%
Q4 2014$4,430,924,000
+5.3%
71,814
+6.9%
2.05%
-6.6%
Q3 2014$4,207,338,000
-0.1%
67,173
+4.3%
2.20%
+6.0%
Q2 2014$4,211,518,00064,4162.07%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 794,211$52,084,00020.67%
Burt Wealth Advisors 543,101$39,179,00011.75%
Prism Advisors, Inc. 286,940$20,700,0006.93%
Ballew Advisors, Inc 120,480$8,595,0006.56%
Personal Wealth Partners 208,244$15,023,0006.56%
AGILIS PARTNERS LLC 177,902$12,834,0006.42%
VAUGHAN & Co SECURITIES, INC. 119,500$8,621,0005.96%
Wharton Business Group, LLC 1,313,872$94,783,0005.75%
Forum Private Client Group LLC 100,720$7,266,0005.64%
JANICZEK WEALTH MANAGEMENT, LLC 226,576$16,345,0004.51%
View complete list of ISHARES TR shareholders