Wealth Advisory Solutions, 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
Wealth Advisory Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$3,108,000
+5.8%
45,620
+2.5%
0.82%
+0.7%
Q2 2020$2,939,000
+39.2%
44,487
+30.7%
0.82%
+14.1%
Q1 2020$2,112,000
-33.0%
34,041
-19.5%
0.72%
-13.6%
Q4 2019$3,151,00042,2750.83%
Other shareholders
ISHARES TR shareholders Q4 2019
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