Core Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 519 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.2%.

Quarter-by-quarter ownership
Core Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,201
-3.4%
1100.0%0.00%0.0%
Q2 2023$7,453
-0.2%
1100.0%0.00%0.0%
Q1 2023$7,469
+6.4%
1100.0%0.00%0.0%
Q4 2022$7,020
+17.0%
1100.0%0.00%0.0%
Q3 2022$6,000
-83.3%
110
-80.8%
0.00%
-86.4%
Q2 2022$36,000
-12.2%
5730.0%0.02%
-4.3%
Q1 2022$41,000
-65.8%
573
-63.3%
0.02%
-68.1%
Q4 2021$120,000
-39.7%
1,562
-40.7%
0.07%
-45.5%
Q3 2021$199,000
-13.5%
2,636
-13.3%
0.13%
-13.7%
Q2 2021$230,000
+32.2%
3,040
+27.3%
0.15%0.0%
Q1 2021$174,000
-15.9%
2,388
-15.2%
0.15%
-17.3%
Q4 2020$207,000
-55.5%
2,817
-58.8%
0.18%
-57.5%
Q3 2020$465,000
-94.1%
6,831
-94.2%
0.44%
-93.7%
Q2 2020$7,819,000
-33.4%
118,368
-37.4%
6.89%
-22.9%
Q1 2020$11,735,000
-15.8%
189,125
+1.1%
8.94%
+11.6%
Q4 2019$13,941,000187,0268.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 832,000$61,115,00030.70%
O'Brien Wealth Partners LLC 724,159$54,080,00019.54%
Financial Advisors, LLC 467,031$34,285,00015.24%
Monterey Private Wealth, Inc. 305,088$22,396,00012.91%
Burt Wealth Advisors 477,880$35,081,00012.09%
Verde Capital Management 330,515$24,263,00012.07%
Peterson Wealth Advisors, LLC 340,953$25,029,00011.01%
Personal Wealth Partners 289,880$21,280,0009.95%
Merit Financial Group, LLC 1,255,179$92,143,0008.90%
JANICZEK WEALTH MANAGEMENT, LLC 233,982$17,177,0008.32%
View complete list of ISHARES TR shareholders