McNaughton Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 561 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 1.4%.

Quarter-by-quarter ownership
McNaughton Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,429,311
-3.1%
83,246
+0.3%
3.61%
+0.7%
Q2 2023$5,603,344
+3.0%
83,013
+3.2%
3.59%
-0.7%
Q1 2023$5,441,191
+5.9%
80,432
-0.5%
3.61%
+2.7%
Q4 2022$5,139,480
+15.8%
80,829
+3.9%
3.51%
+7.9%
Q3 2022$4,437,000
-2.6%
77,832
+8.1%
3.26%
+1.1%
Q2 2022$4,557,000
-12.1%
71,986
+0.1%
3.22%
-4.5%
Q1 2022$5,187,000
-2.2%
71,909
+2.5%
3.37%
-1.7%
Q4 2021$5,301,000
+4.9%
70,140
+4.6%
3.43%
-3.9%
Q3 2021$5,054,000
-3.6%
67,077
-3.3%
3.57%
-2.8%
Q2 2021$5,241,000
+0.3%
69,378
-3.1%
3.68%
-8.1%
Q1 2021$5,224,000
-7.6%
71,575
-7.0%
4.00%
-11.6%
Q4 2020$5,653,000
+6.7%
77,002
-1.0%
4.52%
-2.5%
Q3 2020$5,300,000
-0.0%
77,797
-3.1%
4.64%
-5.6%
Q2 2020$5,302,000
+2.0%
80,266
-4.2%
4.91%
-11.5%
Q1 2020$5,198,000
-17.9%
83,773
-1.5%
5.55%
-5.8%
Q4 2019$6,333,00085,0225.90%
Other shareholders
ISHARES TR shareholders Q4 2019
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