Glassman Wealth Services - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 450 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.00 and the average weighting 1.2%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$19,305
-3.4%
2960.0%0.00%0.0%
Q2 2023$19,980
-0.2%
2960.0%0.00%0.0%
Q1 2023$20,024
+6.4%
2960.0%0.00%0.0%
Q4 2022$18,821
+10.7%
2960.0%0.00%
-25.0%
Q3 2022$17,000
-10.5%
2960.0%0.00%0.0%
Q2 2022$19,000
-9.5%
2960.0%0.00%0.0%
Q1 2022$21,000
-8.7%
2960.0%0.00%0.0%
Q4 2021$23,000
+4.5%
2960.0%0.00%
-20.0%
Q3 2021$22,000
-93.9%
296
-94.0%
0.01%
-88.1%
Q4 2020$360,000
+115.6%
4,904
+100.0%
0.04%
-8.7%
Q3 2020$167,000
+438.7%
2,452
+421.7%
0.05%
+360.0%
Q2 2020$31,000
+6.9%
4700.0%0.01%
-9.1%
Q1 2020$29,000
-17.1%
4700.0%0.01%
-15.4%
Q4 2019$35,000
+2.9%
4700.0%0.01%
-7.1%
Q3 2019$34,0000.0%4700.0%0.01%0.0%
Q2 2019$34,0000.0%4700.0%0.01%
-6.7%
Q1 2019$34,000
+9.7%
4700.0%0.02%
-11.8%
Q4 2018$31,000
-8.8%
4700.0%0.02%
+6.2%
Q3 2018$34,000
+3.0%
4700.0%0.02%0.0%
Q2 2018$33,000
-5.7%
4700.0%0.02%
-27.3%
Q1 2018$35,000
+2.9%
4700.0%0.02%
+4.8%
Q4 2017$34,000
+3.0%
4700.0%0.02%0.0%
Q3 2017$33,0000.0%4700.0%0.02%
-4.5%
Q2 2017$33,0004700.02%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
GRAYHAWK INVESTMENT STRATEGIES INC. 189,663$12,369,8218.30%
EWA, LLC 189,057$12,362,4358.01%
VAUGHAN & Co SECURITIES, INC. 120,987$7,890,7425.86%
Wharton Business Group, LLC 1,605,074$104,6835.82%
Burt Wealth Advisors 261,206$17,035,8425.23%
Balentine LLC 2,330,206$151,975,9995.08%
AGILIS PARTNERS LLC 179,543$11,7104.22%
Family Capital Trust Co 177,977$11,607,6254.11%
Insight Wealth Strategies, LLC 320,742$20,918,8084.04%
Friedenthal Financial 89,999$5,869,7353.98%
View complete list of ISHARES TR shareholders