Cordasco Financial Network - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 511 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
Cordasco Financial Network ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$106,000
-12.4%
1,6800.0%0.08%
-1.3%
Q1 2022$121,000
-6.2%
1,6800.0%0.08%
-3.7%
Q4 2021$129,000
+1.6%
1,6800.0%0.08%
-6.9%
Q3 2021$127,0000.0%1,6800.0%0.09%
-1.1%
Q2 2021$127,000
+3.3%
1,6800.0%0.09%
-2.2%
Q1 2021$123,0000.0%1,6800.0%0.09%
-7.2%
Q4 2020$123,000
+7.9%
1,6800.0%0.10%
-2.0%
Q3 2020$114,000
+2.7%
1,6800.0%0.10%
-2.9%
Q2 2020$111,000
+52.1%
1,680
+43.0%
0.10%
+25.9%
Q1 2020$73,000
-41.6%
1,175
-30.1%
0.08%
-27.0%
Q4 2019$125,000
+1.6%
1,6800.0%0.11%
-5.1%
Q3 2019$123,000
+0.8%
1,6800.0%0.12%
-1.7%
Q2 2019$122,000
+0.8%
1,6800.0%0.12%
-2.5%
Q1 2019$121,000
+8.0%
1,6800.0%0.12%
-3.9%
Q4 2018$112,000
-8.2%
1,6800.0%0.13%
+9.5%
Q3 2018$122,000
+1.7%
1,6800.0%0.12%
-1.7%
Q2 2018$120,000
-3.2%
1,6800.0%0.12%
-11.3%
Q1 2018$124,000
+0.8%
1,6800.0%0.13%
+3.9%
Q4 2017$123,000
+3.4%
1,6800.0%0.13%
-2.3%
Q3 2017$119,000
+2.6%
1,6800.0%0.13%
-0.8%
Q2 2017$116,000
+4.5%
1,6800.0%0.13%
+3.1%
Q1 2017$111,000
+7.8%
1,6800.0%0.13%
+9.4%
Q4 2016$103,000
-91.5%
1,680
-90.7%
0.12%
-91.5%
Q3 2016$1,206,0000.0%18,1580.0%1.38%
+0.3%
Q2 2016$1,206,000
-73.7%
18,158
-73.7%
1.38%
-73.2%
Q1 2016$4,591,000
-64.8%
69,104
-65.6%
5.15%
-55.6%
Q4 2015$13,050,000
-4.8%
201,176
-8.4%
11.59%
+1.8%
Q3 2015$13,709,000
+0.4%
219,729
+5.1%
11.38%
+6.2%
Q2 2015$13,652,000
+46.3%
209,100
+47.6%
10.72%
+61.1%
Q1 2015$9,334,000141,6536.65%
Other shareholders
ISHARES TR shareholders Q2 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