Fortress Wealth Management, Inc. - 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
Fortress Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,512,702
+6.1%
22,361
-0.3%
1.06%
-10.5%
Q4 2022$1,425,696
+11.4%
22,422
-0.1%
1.18%
-8.8%
Q3 2022$1,280,000
+3.2%
22,454
+14.7%
1.30%
+11.6%
Q2 2022$1,240,00019,5831.16%
Other shareholders
ISHARES TR shareholders Q3 2023
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