Cassady Schiller Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18,001
+9.3%
276
+13.1%
0.01%
+11.1%
Q2 2023$16,470
-0.2%
2440.0%0.01%
+12.5%
Q1 2023$16,507
+6.4%
2440.0%0.01%
-20.0%
Q4 2022$15,5152440.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 680,595$49,554,00032.19%
Burt Wealth Advisors 438,801$31,949,00014.50%
SimpliFi, Inc. 246,991$17,983,00012.51%
Peterson Wealth Advisors, LLC 228,488$16,636,00012.14%
Legacy Financial Advisors, Inc. 438,442$31,923,00011.56%
Smart Money Group LLC 153,276$11,160,00010.13%
Merit Financial Group, LLC 852,083$61,403,0009.83%
Price Wealth, LLC 361,686$26,334,0009.81%
Arcus Capital Partners, LLC 237,268$17,275,0008.15%
Mascoma Wealth Management LLC 168,011$12,233,0008.07%
View complete list of ISHARES TR shareholders