Private Ocean, LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 340 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 21.00 and the average weighting 0.9%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$9,000
-43.8%
169
-33.5%
0.00%
-50.0%
Q2 2022$16,000
-11.1%
2540.0%0.00%0.0%
Q1 2022$18,000
-5.3%
2540.0%0.00%0.0%
Q4 2021$19,0000.0%2540.0%0.00%0.0%
Q3 2021$19,0000.0%2540.0%0.00%0.0%
Q2 2021$19,0000.0%2540.0%0.00%
-33.3%
Q1 2021$19,000
-57.8%
254
-65.2%
0.00%
-75.0%
Q1 2020$45,000
-52.6%
729
-42.4%
0.01%
-47.8%
Q4 2019$95,000
+2.2%
1,2650.0%0.02%0.0%
Q3 2019$93,000
+43.1%
1,265
+39.5%
0.02%
+35.3%
Q2 2019$65,000
-67.0%
907
-66.8%
0.02%
-68.5%
Q1 2019$197,000
+233.9%
2,730
+206.7%
0.05%
+217.6%
Q4 2018$59,000
-7.8%
890
+1.1%
0.02%
-39.3%
Q3 2018$64,000
+1.6%
8800.0%0.03%
-3.4%
Q2 2018$63,000
-70.0%
880
-69.3%
0.03%
-71.0%
Q1 2018$210,0002,8620.10%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Miracle Mile Advisors, LLC 397,705$25,966,00017.48%
Merriman Wealth Management, LLC 94,151$6,354,00012.66%
Cordasco Financial Network 209,100$13,652,00010.72%
LVZ, Inc. 262,664$17,743,0009.86%
Roof Eidam Maycock Peralta, LLC 134,973$8,812,0007.27%
Estate Counselors, LLC 275,210$17,968,0006.24%
STRINGER ASSET MANAGEMENT, LLC 65,613$4,284,0004.48%
NOTTINGHAM ADVISORS, INC. 307,851$20,100,0003.31%
FOSTER & MOTLEY INC 226,504$14,788,0003.25%
MV CAPITAL MANAGEMENT, INC. 107,312$7,006,0002.84%
View complete list of ISHARES TR shareholders