Personal Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
Personal Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$15,023,000
-6.4%
208,244
-0.4%
6.56%
-1.1%
Q4 2021$16,052,000
-8.7%
209,090
-10.4%
6.63%
-10.5%
Q3 2021$17,574,000
-5.2%
233,269
-5.0%
7.41%
-0.9%
Q2 2021$18,539,000
-1.3%
245,418
-4.6%
7.48%
-11.8%
Q1 2021$18,782,000
-11.7%
257,321
-11.2%
8.48%
-14.8%
Q4 2020$21,280,000
+10.4%
289,880
+2.5%
9.95%
-1.5%
Q3 2020$19,267,000
+5.6%
282,804
+2.4%
10.10%
+1.0%
Q2 2020$18,251,000
+6.0%
276,285
-0.4%
10.00%
-3.4%
Q1 2020$17,219,000
-14.1%
277,497
+3.1%
10.35%
+19.8%
Q4 2019$20,057,000
+18.3%
269,081
+16.3%
8.64%
+10.4%
Q3 2019$16,950,000231,3097.82%
Other shareholders
ISHARES TR shareholders Q4 2021
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