Lantz Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Lantz Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$520,390
-5.5%
7,979
-2.2%
0.21%
-4.2%
Q2 2023$550,733
-2.6%
8,159
-2.4%
0.22%
-8.1%
Q1 2023$565,419
+6.4%
8,3580.0%0.24%
-2.9%
Q4 2022$531,443
-0.7%
8,358
-10.9%
0.24%
-12.9%
Q3 2022$535,000
+90.4%
9,384
+111.6%
0.28%
+118.9%
Q2 2022$281,000
-43.2%
4,434
-35.4%
0.13%
-36.8%
Q1 2022$495,0006,8620.20%
Other shareholders
ISHARES TR shareholders Q3 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