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 | $37,827 | -69.0% | 580 | -67.9% | 0.01% | -66.7% |
| Q2 2023 | $121,972 | -0.2% | 1,807 | 0.0% | 0.02% | -4.5% |
| Q1 2023 | $122,243 | -27.6% | 1,807 | -31.9% | 0.02% | -31.2% |
| Q4 2022 | $168,803 | -22.9% | 2,655 | -31.0% | 0.03% | -31.9% |
| Q3 2022 | $219,000 | +31.9% | 3,850 | +46.8% | 0.05% | +38.2% |
| Q2 2022 | $166,000 | +80.4% | 2,623 | +105.2% | 0.03% | +126.7% |
| Q1 2022 | $92,000 | -21.4% | 1,278 | -16.4% | 0.02% | -16.7% |
| Q4 2021 | $117,000 | +1.7% | 1,529 | 0.0% | 0.02% | -5.3% |
| Q3 2021 | $115,000 | -51.3% | 1,529 | -51.1% | 0.02% | -50.0% |
| Q2 2021 | $236,000 | -27.8% | 3,126 | -30.2% | 0.04% | -32.1% |
| Q1 2021 | $327,000 | -91.6% | 4,478 | -91.6% | 0.06% | -91.7% |
| Q4 2020 | $3,904,000 | +6.0% | 53,193 | -1.6% | 0.67% | -2.3% |
| Q3 2020 | $3,684,000 | +6.8% | 54,072 | +3.5% | 0.69% | +1.3% |
| Q2 2020 | $3,450,000 | -42.7% | 52,225 | -42.7% | 0.68% | -2.7% |
| Q1 2020 | $6,016,000 | +321.6% | 91,108 | +375.9% | 0.70% | +148.2% |
| Q4 2019 | $1,427,000 | -39.3% | 19,144 | -40.4% | 0.28% | -44.3% |
| Q3 2019 | $2,352,000 | -5.9% | 32,096 | -6.7% | 0.51% | -10.1% |
| Q2 2019 | $2,499,000 | -61.5% | 34,412 | -61.8% | 0.56% | -61.4% |
| Q1 2019 | $6,491,000 | -1.9% | 90,156 | -9.2% | 1.46% | -12.8% |
| Q4 2018 | $6,620,000 | +35.1% | 99,323 | +47.6% | 1.67% | +47.4% |
| Q3 2018 | $4,899,000 | +27.0% | 67,285 | +24.1% | 1.13% | +18.0% |
| Q2 2018 | $3,857,000 | -5.6% | 54,228 | -2.2% | 0.96% | -5.9% |
| Q1 2018 | $4,086,000 | -30.7% | 55,456 | -31.4% | 1.02% | -28.3% |
| Q4 2017 | $5,898,000 | -27.8% | 80,827 | -29.7% | 1.42% | -30.0% |
| Q3 2017 | $8,171,000 | +9.7% | 114,989 | +6.9% | 2.03% | +5.0% |
| Q2 2017 | $7,450,000 | -6.7% | 107,597 | -11.0% | 1.93% | -6.4% |
| Q1 2017 | $7,983,000 | -6.7% | 120,957 | -13.5% | 2.07% | -9.7% |
| Q4 2016 | $8,556,000 | +12.2% | 139,755 | +24.0% | 2.29% | +6.8% |
| Q3 2016 | $7,625,000 | – | 112,745 | – | 2.14% | – |
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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% |