FDx Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 259 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.11 and the average weighting 0.8%.

Quarter-by-quarter ownership
FDx Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$1,906
-36.6%
27,488
-40.3%
0.15%
-41.0%
Q3 2023$3,004
+420.6%
46,054
+439.1%
0.25%
+678.1%
Q2 2023$577
-100.0%
8,542
-80.8%
0.03%
-69.8%
Q2 2022$2,814,000
+763.2%
44,442
+914.9%
0.11%
+488.9%
Q4 2019$326,000
-0.6%
4,379
-2.2%
0.02%
-21.7%
Q3 2019$328,000
-66.5%
4,477
-66.8%
0.02%
-39.5%
Q2 2019$978,000
-0.6%
13,465
-1.4%
0.04%
-5.0%
Q1 2019$984,000
+7.5%
13,661
+8.7%
0.04%
+17.6%
Q3 2018$915,000
+3.6%
12,567
+1.2%
0.03%
+6.2%
Q2 2018$883,000
-37.3%
12,419
-35.0%
0.03%
-23.8%
Q1 2018$1,408,000
+70.9%
19,104
+69.3%
0.04%
+90.9%
Q4 2017$824,000
-23.3%
11,286
-25.3%
0.02%
-24.1%
Q3 2017$1,074,000
+19.1%
15,117
+16.0%
0.03%
+7.4%
Q2 2017$902,000
+3.9%
13,030
-0.9%
0.03%0.0%
Q1 2017$868,000
-24.7%
13,153
-30.2%
0.03%
-18.2%
Q4 2016$1,153,000
-96.4%
18,841
-96.0%
0.03%
-97.5%
Q3 2016$32,076,000
-15.6%
474,216
-17.1%
1.33%
-22.3%
Q2 2016$37,983,000
-1.2%
572,114
-1.2%
1.72%
-2.2%
Q1 2016$38,463,000
+4.0%
578,915
+1.6%
1.76%
+4.6%
Q4 2015$36,970,000569,9121.68%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 606,289$44,417,00032.49%
Financial Advisors, LLC 376,528$27,351,00017.55%
Burt Wealth Advisors 452,560$32,874,00014.41%
Legacy Financial Advisors, Inc. 546,972$39,732,00014.05%
Peterson Wealth Advisors, LLC 288,806$20,979,00013.28%
SimpliFi, Inc. 274,449$19,936,00011.92%
Merit Financial Group, LLC 1,030,481$74,134,0008.70%
NewDay Solutions, LLC 158,748$11,536,0008.35%
RHS Financial, LLC 91,480$6,645,0008.32%
Financial Insights, Inc. 109,566$7,836,0007.95%
View complete list of ISHARES TR shareholders