SeaCrest Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.

Quarter-by-quarter ownership
SeaCrest Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$132,000
-44.1%
2,091
-33.3%
0.02%
-39.3%
Q3 2021$236,000
-0.4%
3,1360.0%0.03%
-3.4%
Q2 2021$237,000
-22.8%
3,136
-25.4%
0.03%
-29.3%
Q1 2021$307,000
-1.0%
4,202
-0.6%
0.04%
-6.8%
Q4 2020$310,000
-12.7%
4,229
-18.9%
0.04%
-22.8%
Q3 2020$355,000
+10.2%
5,212
+7.1%
0.06%
+1.8%
Q2 2020$322,000
-3.3%
4,868
-9.2%
0.06%
-22.2%
Q1 2020$333,000
+52.8%
5,364
+83.1%
0.07%
+94.6%
Q4 2019$218,000
+23.2%
2,929
+18.9%
0.04%
+23.3%
Q1 2019$177,000
-0.6%
2,464
-7.6%
0.03%
-18.9%
Q4 2018$178,000
-14.8%
2,666
-7.0%
0.04%
+5.7%
Q3 2018$209,000
+2.5%
2,8660.0%0.04%
-5.4%
Q2 2018$204,000
-8.1%
2,866
-4.7%
0.04%
-9.8%
Q1 2018$222,000
+1.4%
3,0060.0%0.04%
+2.5%
Q4 2017$219,0003,0060.04%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 794,211$52,084,00020.67%
Burt Wealth Advisors 543,101$39,179,00011.75%
Prism Advisors, Inc. 286,940$20,700,0006.93%
Ballew Advisors, Inc 120,480$8,595,0006.56%
Personal Wealth Partners 208,244$15,023,0006.56%
AGILIS PARTNERS LLC 177,902$12,834,0006.42%
VAUGHAN & Co SECURITIES, INC. 119,500$8,621,0005.96%
Wharton Business Group, LLC 1,313,872$94,783,0005.75%
Forum Private Client Group LLC 100,720$7,266,0005.64%
JANICZEK WEALTH MANAGEMENT, LLC 226,576$16,345,0004.51%
View complete list of ISHARES TR shareholders