New England Private Wealth Advisors 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
New England Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$352,449
+11.5%
5,543
+0.1%
0.08%
+1.4%
Q3 2022$316,000
-20.8%
5,540
+0.1%
0.07%
+1.4%
Q2 2022$399,0000.0%5,5340.0%0.07%0.0%
Q1 2022$399,000
-5.0%
5,534
+1.2%
0.07%0.0%
Q4 2021$420,000
+2.2%
5,4690.0%0.07%
-5.2%
Q3 2021$411,000
-0.2%
5,469
+0.2%
0.08%
-1.3%
Q2 2021$412,000
+3.5%
5,4560.0%0.08%
+13.0%
Q1 2021$398,000
-0.5%
5,4560.0%0.07%
-21.6%
Q4 2020$400,000
+7.8%
5,4560.0%0.09%
-5.4%
Q3 2020$371,000
-29.6%
5,456
-31.5%
0.09%
-35.4%
Q2 2020$527,000
-34.0%
7,969
-38.0%
0.14%
-47.1%
Q1 2020$798,000
-73.4%
12,860
-68.1%
0.27%
-65.3%
Q4 2019$3,005,000
+2.8%
40,298
+0.9%
0.78%
+10.4%
Q3 2019$2,924,000
-0.4%
39,926
-1.2%
0.71%
-0.1%
Q2 2019$2,937,000
+10.6%
40,408
+9.6%
0.71%
+3.3%
Q1 2019$2,656,000
+12.3%
36,869
+3.9%
0.69%
-1.0%
Q4 2018$2,366,000
+71.2%
35,472
+86.9%
0.70%
+88.3%
Q3 2018$1,382,000
+9.9%
18,977
+7.3%
0.37%
+4.2%
Q2 2018$1,257,000
+5.0%
17,681
+8.9%
0.35%
+4.7%
Q1 2018$1,197,000
+10.2%
16,241
+9.3%
0.34%
+10.5%
Q4 2017$1,086,000
+2.9%
14,863
+0.1%
0.31%
-2.5%
Q3 2017$1,055,000
+2.6%
14,8480.0%0.31%
-0.9%
Q2 2017$1,028,000
+4.9%
14,848
+0.4%
0.32%
+1.3%
Q1 2017$980,000
+8.0%
14,7950.0%0.31%
-0.6%
Q4 2016$907,000
-28.8%
14,795
-21.4%
0.32%
-31.2%
Q3 2016$1,274,000
+1.8%
18,8220.0%0.46%
-4.2%
Q2 2016$1,251,000
+0.6%
18,822
+0.6%
0.48%
-6.5%
Q1 2016$1,244,000
-0.6%
18,715
-3.2%
0.51%
+2.8%
Q4 2015$1,252,000
-16.0%
19,335
-19.0%
0.50%
-21.9%
Q3 2015$1,491,000
-50.6%
23,877
-48.3%
0.64%
-44.6%
Q2 2015$3,018,000
+1078.9%
46,187
+1089.8%
1.15%
+1047.0%
Q1 2015$256,0003,8820.10%
Other shareholders
ISHARES TR shareholders Q4 2021
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