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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $15,948 | +6.3% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $15,001 | -3.4% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $15,525 | -0.2% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $15,560 | -42.8% | 230 | -46.3% | 0.00% | -50.0% |
| Q4 2022 | $27,214 | +13.4% | 428 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $24,000 | -11.1% | 428 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $27,000 | +58.8% | 428 | +86.1% | 0.00% | +100.0% |
| Q1 2022 | $17,000 | -5.6% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $18,000 | +5.9% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $17,000 | +6.2% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | +6.7% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | +7.1% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -17.6% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $17,000 | 0.0% | 230 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $17,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $17,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $17,000 | +13.3% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $15,000 | -11.8% | 230 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $17,000 | +6.2% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | – | 230 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Burt Wealth Advisors | 516,870 | $29,467,000 | 11.82% |
| Sound Financial Strategies Group, LLC | 78,581 | $4,480,000 | 6.73% |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 170,487 | $9,719,000 | 6.59% |
| AGILIS PARTNERS LLC | 177,902 | $10,142,000 | 6.39% |
| Ballew Advisors, Inc | 122,205 | $6,945,000 | 6.23% |
| Wharton Business Group, LLC | 1,606,186 | $91,569,000 | 6.19% |
| VAUGHAN & Co SECURITIES, INC. | 121,477 | $6,925,000 | 5.98% |
| HERON FINANCIAL GROUP, LLC | 141,002 | $8,039,000 | 4.97% |
| Family Capital Trust Co | 178,416 | $10,171,000 | 4.66% |
| Lester Murray Antman dba SimplyRich | 169,156 | $9,643,000 | 4.34% |