Newport Wealth Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 340 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 21.00 and the average weighting 0.9%.

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 Q2 2018
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