SRS Capital Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$322,352
-0.4%
4,648
+1.8%
0.03%
-8.8%
Q1 2024$323,571
-7.5%
4,565
-9.5%
0.03%
-12.8%
Q4 2023$349,869
+8.8%
5,046
+2.3%
0.04%
-2.5%
Q3 2023$321,629
-16.7%
4,931
-13.8%
0.04%
-18.4%
Q2 2023$386,266
-1.2%
5,722
-1.0%
0.05%
-5.8%
Q1 2023$391,017
+0.5%
5,780
-5.6%
0.05%
-3.7%
Q4 2022$389,224
+10.3%
6,121
-1.3%
0.05%
-3.6%
Q3 2022$353,000
-27.7%
6,200
-19.5%
0.06%
-24.3%
Q2 2022$488,000
-12.4%
7,702
-0.3%
0.07%0.0%
Q1 2022$557,000
-65.3%
7,722
-63.1%
0.07%
-63.7%
Q4 2021$1,607,000
-3.5%
20,936
-5.3%
0.20%
-10.5%
Q3 2021$1,666,000
-8.9%
22,108
-8.7%
0.23%
-8.4%
Q2 2021$1,829,000
-80.4%
24,211
-80.9%
0.25%
-81.9%
Q4 2020$9,309,000
+7.4%
126,810
-0.4%
1.38%
-5.7%
Q3 2020$8,671,000
+3.3%
127,274
+0.2%
1.46%
-2.2%
Q2 2020$8,394,000
-14.4%
127,060
-19.6%
1.50%
-33.8%
Q1 2020$9,806,000
-7.5%
158,037
+11.2%
2.26%
-25.7%
Q4 2019$10,598,000
+4.0%
142,176
+2.2%
3.04%
-1.0%
Q3 2019$10,190,000
+5.8%
139,049
+4.9%
3.07%
-4.1%
Q2 2019$9,628,000
+27.0%
132,547
+16.6%
3.20%
+6.4%
Q4 2018$7,580,000113,7073.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 816,500$59,613,00030.48%
O'Brien Wealth Partners LLC 728,769$54,038,00017.90%
Financial Advisors, LLC 484,535$35,366,00014.11%
Burt Wealth Advisors 488,964$35,690,00013.15%
Peterson Wealth Advisors, LLC 363,847$26,557,00010.81%
Personal Wealth Partners 257,321$18,782,0008.48%
Verde Capital Management 240,159$17,531,0007.72%
Monterey Private Wealth, Inc. 181,967$13,602,0007.49%
JANICZEK WEALTH MANAGEMENT, LLC 231,002$16,861,0006.72%
MIRSKY FINANCIAL MANAGEMENT CORP. 192,545$14,054,0006.52%
View complete list of ISHARES TR shareholders