ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,436 | -3.4% | 528 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $35,640 | -2.4% | 528 | -2.2% | 0.00% | 0.0% |
| Q1 2023 | $36,531 | +104274.3% | 540 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $35 | -100.0% | 540 | -71.9% | 0.00% | -60.0% |
| Q3 2022 | $110,000 | -9.1% | 1,923 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $121,000 | -68.2% | 1,923 | -63.5% | 0.01% | -61.5% |
| Q1 2022 | $380,000 | +28.4% | 5,273 | +37.1% | 0.01% | +30.0% |
| Q4 2021 | $296,000 | +16.1% | 3,845 | +13.7% | 0.01% | +100.0% |
| Q3 2021 | $255,000 | -19.8% | 3,382 | -19.6% | 0.01% | -58.3% |
| Q2 2021 | $318,000 | +1.9% | 4,205 | -1.5% | 0.01% | -7.7% |
| Q1 2021 | $312,000 | – | 4,270 | – | 0.01% | – |
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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% |