Cornerstone Planning Group LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 460 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cornerstone Planning Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$246,038
-54.3%
3,772
-52.7%
0.09%
-55.9%
Q2 2023$538,476
+2.1%
7,977
+0.3%
0.21%
-3.6%
Q4 2022$527,4237,9570.22%
Other shareholders
ISHARES TR shareholders Q2 2023
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