Newport Wealth Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 332 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.62 and the average weighting 1.0%.

Quarter-by-quarter ownership
Newport Wealth Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$319,000
-13.6%
4,9520.0%0.30%
+11.9%
Q4 2019$369,000
+1.9%
4,952
+0.2%
0.27%
-18.8%
Q3 2019$362,000
+0.6%
4,9420.0%0.33%
-0.3%
Q2 2019$360,000
+10.1%
4,942
+9.2%
0.33%
+0.6%
Q1 2019$327,000
+6.2%
4,5240.0%0.33%
-22.2%
Q4 2018$308,000
-6.7%
4,524
-6.4%
0.42%
+0.5%
Q3 2018$330,000
-4.1%
4,8330.0%0.42%
+5.8%
Q2 2018$344,000
-3.1%
4,833
+0.3%
0.40%
+43.2%
Q1 2018$355,000
-2.2%
4,8180.0%0.28%
+6.9%
Q4 2017$363,0004,8180.26%
Other shareholders
ISHARES TR shareholders Q1 2018
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