Waldron Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,026
-54.5%
15,738
-52.9%
0.05%
-52.7%
Q2 2023$2,253
-13.2%
33,388
-13.1%
0.11%
-11.1%
Q1 2023$2,597
-81.3%
38,400
-84.2%
0.13%
-85.4%
Q4 2022$13,886
-99.9%
243,5810.0%0.86%0.0%
Q3 2022$13,886,000
-25.5%
243,581
-17.3%
0.86%
-17.5%
Q2 2022$18,645,000
-24.7%
294,510
-14.1%
1.05%
-17.6%
Q1 2022$24,745,000
-17.5%
343,019
-12.2%
1.27%
-14.2%
Q4 2021$29,990,000
-0.4%
390,658
-2.3%
1.48%
-15.6%
Q3 2021$30,119,000
-0.4%
399,777
-0.1%
1.75%
-9.3%
Q2 2021$30,235,000
-34.1%
400,259
-36.3%
1.93%
-39.4%
Q1 2021$45,880,000
+0.3%
628,591
+0.9%
3.19%
-6.3%
Q4 2020$45,752,000
+11.4%
623,241
+3.4%
3.40%
-3.0%
Q3 2020$41,053,000
-16.7%
602,576
-19.2%
3.51%
-19.4%
Q2 2020$49,270,000
+11.6%
745,840
+4.8%
4.35%
-7.5%
Q1 2020$44,149,000
+13238.1%
711,511
+15925.0%
4.70%
+15583.3%
Q4 2019$331,0004,4400.03%
Other shareholders
ISHARES TR shareholders Q3 2021
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