AGILIS PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
AGILIS PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,710
-5.0%
179,543
-1.7%
4.22%
-12.4%
Q2 2023$12,327
-0.2%
182,6260.0%4.82%
-11.9%
Q1 2023$12,355
+6.4%
182,6260.0%5.46%
+1.4%
Q4 2022$11,612
-99.9%
182,626
+2.7%
5.39%
-15.7%
Q3 2022$10,142,000
-10.0%
177,9020.0%6.39%
-8.3%
Q2 2022$11,263,000
-12.2%
177,9020.0%6.97%
+8.6%
Q1 2022$12,834,000
-6.0%
177,9020.0%6.42%
-6.1%
Q4 2021$13,658,000
+5.8%
177,902
+3.8%
6.83%
+6.5%
Q3 2021$12,911,000
-0.3%
171,3690.0%6.42%
-10.2%
Q2 2021$12,945,000
+3.5%
171,3690.0%7.15%
+25.6%
Q1 2021$12,508,000
-2.1%
171,369
-1.6%
5.69%
-5.1%
Q4 2020$12,781,000
+11.8%
174,103
+3.7%
6.00%
+39.8%
Q3 2020$11,436,000
+3.1%
167,8580.0%4.29%
-34.0%
Q2 2020$11,089,000
-6.6%
167,858
+5.3%
6.49%
+2.5%
Q4 2019$11,877,000159,3386.33%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
COMERICA SECURITIES INC 93,668$5,770,0005.87%
LVZ, Inc. 89,328$5,503,0004.51%
ALLSTATE CORP 1,285,474$79,262,0002.94%
FOSTER & MOTLEY INC 150,913$9,296,0002.35%
NOTTINGHAM ADVISORS, INC. 112,978$6,959,0002.34%
Brouwer & Janachowski, LLC 69,906$4,306,0002.11%
FORVIS Wealth Advisors, LLC 150,973$9,300,0001.72%
ARS Wealth Advisors, LLC 34,156$2,104,0001.30%
Drexel Morgan & Co. 15,200$936,0001.26%
SVA Wealth Management, LLC 24,199$1,491,0000.89%
View complete list of ISHARES TR shareholders