Sage Mountain Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 574 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sage Mountain Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$406,004
-2.2%
5,8540.0%0.04%
-11.6%
Q1 2024$414,932
+59.6%
5,854
+56.1%
0.04%
+43.3%
Q4 2023$260,025
-82.7%
3,750
-80.9%
0.03%
-83.3%
Q4 2021$1,504,00019,5900.18%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 642,608$47,913,00034.23%
Shelter Ins Retirement Plan 810,200$60,384,00031.52%
HILLTOP WEALTH ADVISORS, LLC 370,050$27,584,00028.61%
CXI Advisors 138,241$10,304,00023.10%
Monterey Private Wealth, Inc. 315,024$23,482,00018.84%
Financial Advisors, LLC 418,046$31,161,00017.66%
Legacy Financial Advisors, Inc. 575,665$42,910,00013.57%
Burt Wealth Advisors 454,371$33,869,00013.22%
Peterson Wealth Advisors, LLC 303,176$22,599,00012.92%
Cardinal Strategic Wealth Guidance 197,893$14,749,00012.68%
View complete list of ISHARES TR shareholders