Private Ocean, LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 428 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.

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 Q1 2019
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 832,000$61,115,00030.70%
O'Brien Wealth Partners LLC 724,159$54,080,00019.54%
Financial Advisors, LLC 467,031$34,285,00015.24%
Monterey Private Wealth, Inc. 305,088$22,396,00012.91%
Burt Wealth Advisors 477,880$35,081,00012.09%
Verde Capital Management 330,515$24,263,00012.07%
Peterson Wealth Advisors, LLC 340,953$25,029,00011.01%
Personal Wealth Partners 289,880$21,280,0009.95%
Merit Financial Group, LLC 1,255,179$92,143,0008.90%
JANICZEK WEALTH MANAGEMENT, LLC 233,982$17,177,0008.32%
View complete list of ISHARES TR shareholders