Townsend & Associates, Inc - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 511 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Townsend & Associates, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,984,000
+4.1%
33,038
+9.3%
0.92%
+4.2%
Q2 2022$1,905,000
-6.0%
30,220
+7.8%
0.88%
-5.7%
Q1 2022$2,026,000
+13.7%
28,038
+17.7%
0.93%
-4.4%
Q4 2021$1,782,000
+4.6%
23,815
+4.4%
0.98%
+16.1%
Q3 2021$1,703,000
+0.2%
22,806
+3.1%
0.84%
-15.3%
Q2 2021$1,700,000
+8.9%
22,131
+3.5%
0.99%
-2.1%
Q1 2021$1,561,000
+6.5%
21,390
+7.1%
1.01%
-5.1%
Q4 2020$1,466,000
+9.9%
19,966
+3.8%
1.07%
+2.3%
Q3 2020$1,334,000
+24.1%
19,244
+18.3%
1.04%
+15.6%
Q2 2020$1,075,000
+12.1%
16,273
+5.5%
0.90%
-9.4%
Q1 2020$959,000
-6.0%
15,426
+12.6%
1.00%
+11.8%
Q4 2019$1,020,000
+10.6%
13,694
+7.9%
0.89%
+1.2%
Q3 2019$922,000
+145.2%
12,688
+149.0%
0.88%
+207.0%
Q2 2019$376,000
-46.8%
5,096
-48.1%
0.29%
-59.7%
Q1 2019$707,000
+14.0%
9,815
+5.6%
0.71%
+0.3%
Q4 2018$620,000
-9.4%
9,296
-1.1%
0.71%
+5.0%
Q3 2018$684,000
-24.3%
9,398
-26.0%
0.68%
-33.2%
Q2 2018$903,000
-7.4%
12,693
-4.1%
1.01%
+30.0%
Q1 2018$975,000
+12.1%
13,229
+11.0%
0.78%
+5.0%
Q4 2017$870,00011,9200.74%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 816,500$59,613,00030.48%
O'Brien Wealth Partners LLC 728,769$54,038,00017.90%
Financial Advisors, LLC 484,535$35,366,00014.11%
Burt Wealth Advisors 488,964$35,690,00013.15%
Peterson Wealth Advisors, LLC 363,847$26,557,00010.81%
Personal Wealth Partners 257,321$18,782,0008.48%
Verde Capital Management 240,159$17,531,0007.72%
Monterey Private Wealth, Inc. 181,967$13,602,0007.49%
JANICZEK WEALTH MANAGEMENT, LLC 231,002$16,861,0006.72%
MIRSKY FINANCIAL MANAGEMENT CORP. 192,545$14,054,0006.52%
View complete list of ISHARES TR shareholders