MATRIX PRIVATE CAPITAL GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.

Quarter-by-quarter ownership
MATRIX PRIVATE CAPITAL GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$208,000
-12.2%
3,2790.0%0.12%
+2.6%
Q1 2022$237,000
-6.0%
3,2790.0%0.12%
-2.5%
Q4 2021$252,000
+2.0%
3,2790.0%0.12%
-8.5%
Q3 2021$247,000
-1.6%
3,279
-1.4%
0.13%
-5.1%
Q2 2021$251,000
-2.0%
3,327
-5.3%
0.14%
-11.0%
Q1 2021$256,000
-6.6%
3,512
-6.0%
0.15%
-21.4%
Q4 2020$274,000
+7.5%
3,7370.0%0.20%
-24.6%
Q3 2020$255,000
-29.8%
3,737
-32.0%
0.26%
-35.0%
Q2 2020$363,000
+5.2%
5,495
-1.0%
0.40%
-18.4%
Q1 2020$345,000
-35.8%
5,552
-23.0%
0.49%
-13.0%
Q4 2019$537,0007,2070.56%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Burt Wealth Advisors 516,870$29,467,00011.82%
Sound Financial Strategies Group, LLC 78,581$4,480,0006.73%
GRAYHAWK INVESTMENT STRATEGIES INC. 170,487$9,719,0006.59%
AGILIS PARTNERS LLC 177,902$10,142,0006.39%
Ballew Advisors, Inc 122,205$6,945,0006.23%
Wharton Business Group, LLC 1,606,186$91,569,0006.19%
VAUGHAN & Co SECURITIES, INC. 121,477$6,925,0005.98%
HERON FINANCIAL GROUP, LLC 141,002$8,039,0004.97%
Family Capital Trust Co 178,416$10,171,0004.66%
Lester Murray Antman dba SimplyRich 169,156$9,643,0004.34%
View complete list of ISHARES TR shareholders