TCWP LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 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
TCWP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$543,935
-7.3%
8,340
-4.0%
0.41%
+231.2%
Q2 2023$586,643
-6.2%
8,691
-6.0%
0.12%
+5.0%
Q1 2023$625,695
-75.9%
9,249
-77.3%
0.12%
-77.4%
Q4 2022$2,595,412
+13.6%
40,818
+1.8%
0.53%
+8.7%
Q3 2022$2,285,000
+2.4%
40,094
+13.7%
0.48%
+2.1%
Q2 2022$2,232,000
-3.6%
35,262
+9.8%
0.48%
+12.8%
Q1 2022$2,316,000
+153.1%
32,109
+169.4%
0.42%
+131.3%
Q4 2021$915,00011,9200.18%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
COMERICA SECURITIES INC 93,668$5,770,0005.87%
LVZ, Inc. 89,328$5,503,0004.51%
ALLSTATE CORP 1,285,474$79,262,0002.94%
FOSTER & MOTLEY INC 150,913$9,296,0002.35%
NOTTINGHAM ADVISORS, INC. 112,978$6,959,0002.34%
Brouwer & Janachowski, LLC 69,906$4,306,0002.11%
FORVIS Wealth Advisors, LLC 150,973$9,300,0001.72%
ARS Wealth Advisors, LLC 34,156$2,104,0001.30%
Drexel Morgan & Co. 15,200$936,0001.26%
SVA Wealth Management, LLC 24,199$1,491,0000.89%
View complete list of ISHARES TR shareholders