Private Portfolio Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.

Quarter-by-quarter ownership
Private Portfolio Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$539,269
-33.7%
9,459
-26.4%
0.15%
-32.2%
Q2 2022$813,988
-5.7%
12,857
+7.4%
0.23%
+6.6%
Q1 2022$863,513
-9.9%
11,969
-4.1%
0.21%
-13.4%
Q4 2021$957,952
-2.5%
12,478
-4.4%
0.25%
-12.5%
Q3 2021$982,913
-5.2%
13,046
-5.0%
0.28%
-6.6%
Q2 2021$1,036,890
+13.5%
13,726
+9.7%
0.30%
+1.7%
Q1 2021$913,550
-12.8%
12,516
-12.3%
0.30%
-20.0%
Q4 2020$1,047,515
-13.5%
14,269
-19.7%
0.37%
-24.6%
Q3 2020$1,210,798
-5.3%
17,771
-8.2%
0.49%
-16.9%
Q2 2020$1,279,000
+4.1%
19,367
-2.2%
0.59%
-9.5%
Q1 2020$1,229,000
+154.5%
19,809
+205.4%
0.65%
+211.0%
Q4 2019$483,000
+2.3%
6,486
+0.7%
0.21%
-5.4%
Q3 2019$472,000
+0.6%
6,438
-0.2%
0.22%
+10.4%
Q2 2019$469,000
-16.8%
6,452
-17.6%
0.20%
-32.6%
Q1 2019$564,000
+135.0%
7,827
+117.1%
0.30%
+101.4%
Q4 2018$240,0003,6060.15%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Burt Wealth Advisors 516,870$29,467,00011.82%
Sound Financial Strategies Group, LLC 78,581$4,480,0006.73%
GRAYHAWK INVESTMENT STRATEGIES INC. 170,487$9,719,0006.59%
AGILIS PARTNERS LLC 177,902$10,142,0006.39%
Ballew Advisors, Inc 122,205$6,945,0006.23%
Wharton Business Group, LLC 1,606,186$91,569,0006.19%
VAUGHAN & Co SECURITIES, INC. 121,477$6,925,0005.98%
HERON FINANCIAL GROUP, LLC 141,002$8,039,0004.97%
Family Capital Trust Co 178,416$10,171,0004.66%
Lester Murray Antman dba SimplyRich 169,156$9,643,0004.34%
View complete list of ISHARES TR shareholders