MATRIX PRIVATE CAPITAL GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 511 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q2 2022
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 816,500$59,613,00030.48%
O'Brien Wealth Partners LLC 728,769$54,038,00017.90%
Financial Advisors, LLC 484,535$35,366,00014.11%
Burt Wealth Advisors 488,964$35,690,00013.15%
Peterson Wealth Advisors, LLC 363,847$26,557,00010.81%
Personal Wealth Partners 257,321$18,782,0008.48%
Verde Capital Management 240,159$17,531,0007.72%
Monterey Private Wealth, Inc. 181,967$13,602,0007.49%
JANICZEK WEALTH MANAGEMENT, LLC 231,002$16,861,0006.72%
MIRSKY FINANCIAL MANAGEMENT CORP. 192,545$14,054,0006.52%
View complete list of ISHARES TR shareholders