WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$28,965,183
+842.6%
444,115
+818.5%
0.10%
+120.9%
Q2 2022$3,073,000
-23.6%
48,350
-12.6%
0.04%
-20.4%
Q1 2022$4,021,000
-8.7%
55,331
-8.2%
0.05%
-14.3%
Q4 2021$4,403,000
+162.9%
60,285
+175.7%
0.06%
+152.0%
Q3 2021$1,675,00021,8690.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Burt Wealth Advisors 516,870$29,467,00011.82%
Sound Financial Strategies Group, LLC 78,581$4,480,0006.73%
GRAYHAWK INVESTMENT STRATEGIES INC. 170,487$9,719,0006.59%
AGILIS PARTNERS LLC 177,902$10,142,0006.39%
Ballew Advisors, Inc 122,205$6,945,0006.23%
Wharton Business Group, LLC 1,606,186$91,569,0006.19%
VAUGHAN & Co SECURITIES, INC. 121,477$6,925,0005.98%
HERON FINANCIAL GROUP, LLC 141,002$8,039,0004.97%
Family Capital Trust Co 178,416$10,171,0004.66%
Lester Murray Antman dba SimplyRich 169,156$9,643,0004.34%
View complete list of ISHARES TR shareholders