ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 562 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,246 | -2.6% | 3,258 | 0.0% | 0.00% | – |
| Q2 2023 | $219,915 | -0.2% | 3,258 | 0.0% | 0.00% | – |
| Q1 2023 | $220,404 | -9.0% | 3,258 | -14.5% | 0.00% | – |
| Q4 2022 | $242,195 | +11.6% | 3,809 | 0.0% | 0.00% | – |
| Q3 2022 | $217,000 | -10.0% | 3,809 | 0.0% | 0.00% | – |
| Q2 2022 | $241,000 | -12.4% | 3,809 | 0.0% | 0.00% | – |
| Q1 2022 | $275,000 | +2.6% | 3,809 | +7.4% | 0.00% | – |
| Q2 2021 | $268,000 | -4.3% | 3,547 | -7.6% | 0.00% | – |
| Q1 2021 | $280,000 | -8.5% | 3,837 | -7.9% | 0.00% | – |
| Q4 2020 | $306,000 | +16.3% | 4,164 | +8.0% | 0.00% | – |
| Q3 2020 | $263,000 | +7.8% | 3,855 | +4.4% | 0.00% | – |
| Q2 2020 | $244,000 | +3.0% | 3,692 | -3.4% | 0.00% | – |
| Q1 2020 | $237,000 | -17.7% | 3,820 | -1.2% | 0.00% | – |
| Q4 2019 | $288,000 | +8.7% | 3,865 | +6.8% | 0.00% | – |
| Q3 2019 | $265,000 | +1.5% | 3,620 | +0.7% | 0.00% | – |
| Q2 2019 | $261,000 | – | 3,594 | – | 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% |