Sovereign Investment Advisors, 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
Sovereign Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$354,171
-3.4%
5,4300.0%0.14%
+0.7%
Q2 2023$366,553
-0.2%
5,4300.0%0.14%
-5.5%
Q1 2023$367,367
+6.4%
5,4300.0%0.15%
+0.7%
Q4 2022$345,293
+11.4%
5,4300.0%0.14%
+4.3%
Q3 2022$310,000
-9.9%
5,4300.0%0.14%
-6.7%
Q2 2022$344,000
-12.2%
5,4300.0%0.15%
-3.2%
Q1 2022$392,000
-6.0%
5,4300.0%0.15%
-4.9%
Q4 2021$417,000
-83.3%
5,430
-83.6%
0.16%
-83.7%
Q3 2021$2,490,000
-0.2%
33,0480.0%0.99%
+5.3%
Q2 2021$2,496,000
+4.9%
33,048
+1.4%
0.94%
-0.2%
Q1 2021$2,380,000
-22.8%
32,606
-22.4%
0.94%
-24.4%
Q4 2020$3,083,000
-19.4%
41,992
-25.3%
1.25%
-16.6%
Q3 2020$3,827,000
+3.1%
56,1780.0%1.50%
-11.1%
Q2 2020$3,711,000
+7.7%
56,178
+1.1%
1.68%
-5.5%
Q1 2020$3,447,000
-18.7%
55,546
-2.4%
1.78%
-7.4%
Q4 2019$4,241,00056,9001.92%
Other shareholders
ISHARES TR shareholders Q3 2023
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