HOWE & RUSLING INC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 468 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
HOWE & RUSLING INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$18,865
-7.2%
272
-9.6%
0.00%0.0%
Q2 2023$20,318
+142.2%
301
+142.7%
0.00%
+100.0%
Q1 2023$8,389
+6.4%
1240.0%0.00%0.0%
Q4 2022$7,885
+12.6%
124
+34.8%
0.00%0.0%
Q1 2022$7,000920.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 606,289$44,417,00032.49%
Financial Advisors, LLC 376,528$27,351,00017.55%
Burt Wealth Advisors 452,560$32,874,00014.41%
Legacy Financial Advisors, Inc. 546,972$39,732,00014.05%
Peterson Wealth Advisors, LLC 288,806$20,979,00013.28%
SimpliFi, Inc. 274,449$19,936,00011.92%
Merit Financial Group, LLC 1,030,481$74,134,0008.70%
NewDay Solutions, LLC 158,748$11,536,0008.35%
RHS Financial, LLC 91,480$6,645,0008.32%
Financial Insights, Inc. 109,566$7,836,0007.95%
View complete list of ISHARES TR shareholders