Mutual Advisors, 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
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,692,227
-1.5%
41,279
+2.0%
0.10%
+1.0%
Q2 2023$2,732,006
+19.1%
40,474
+19.3%
0.10%
+10.6%
Q1 2023$2,294,652
+36.2%
33,919
+28.0%
0.09%
+25.3%
Q4 2022$1,684,905
-1.7%
26,498
-11.8%
0.08%
-14.8%
Q3 2022$1,714,000
+1.2%
30,057
+12.4%
0.09%
-21.4%
Q2 2022$1,694,000
-19.8%
26,751
-8.7%
0.11%
-5.1%
Q1 2022$2,113,000
-6.9%
29,285
-0.9%
0.12%
-1.7%
Q4 2021$2,269,000
+11.5%
29,561
+9.4%
0.12%0.0%
Q3 2021$2,035,000
-2.1%
27,009
-1.8%
0.12%
-2.4%
Q2 2021$2,078,000
-10.2%
27,504
-13.2%
0.12%
-22.2%
Q1 2021$2,313,000
+9.4%
31,685
+10.0%
0.16%
+0.6%
Q4 2020$2,114,000
+20.0%
28,798
+11.4%
0.16%
+2.6%
Q3 2020$1,761,000
+159.7%
25,851
+151.7%
0.15%
+128.4%
Q2 2020$678,000
+110.6%
10,271
+97.9%
0.07%
+52.3%
Q1 2020$322,000
+5.6%
5,190
+26.8%
0.04%
+37.5%
Q4 2019$305,000
-16.4%
4,093
-17.7%
0.03%
-33.3%
Q3 2019$365,000
-3.7%
4,976
-4.6%
0.05%
-2.0%
Q2 2019$379,000
+31.6%
5,216
+30.6%
0.05%
+14.0%
Q1 2019$288,000
+20.0%
3,995
+21.0%
0.04%
+19.4%
Q3 2018$240,000
-7.7%
3,301
-9.6%
0.04%
-39.0%
Q2 2018$260,000
-4.1%
3,651
-0.8%
0.06%
-14.5%
Q1 2018$271,000
+19.9%
3,681
+18.8%
0.07%
-18.8%
Q4 2017$226,0003,0980.08%
Other shareholders
ISHARES TR shareholders Q1 2019
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