Avion Wealth - 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
Avion Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6
-14.3%
1040.0%0.00%0.0%
Q2 2023$7
+16.7%
1040.0%0.00%0.0%
Q1 2023$6
+20.0%
1040.0%0.00%0.0%
Q4 2022$5
-99.9%
1040.0%0.00%0.0%
Q3 2022$6,000
-14.3%
1040.0%0.00%0.0%
Q2 2022$7,000
-12.5%
1040.0%0.00%0.0%
Q1 2022$8,0000.0%1040.0%0.00%0.0%
Q4 2021$8,0000.0%1040.0%0.00%0.0%
Q3 2021$8,000
-50.0%
104
-50.5%
0.00%
-60.0%
Q2 2021$16,000
+6.7%
2100.0%0.01%0.0%
Q1 2021$15,0000.0%2100.0%0.01%0.0%
Q4 2020$15,000
+7.1%
2100.0%0.01%0.0%
Q3 2020$14,0000.0%2100.0%0.01%0.0%
Q2 2020$14,000
+7.7%
2100.0%0.01%
-16.7%
Q1 2020$13,0002100.01%
Other shareholders
ISHARES TR shareholders Q3 2022
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