ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 511 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $340,253 | +96562.8% | 5,217 | 0.0% | 0.02% | -5.9% |
| Q2 2023 | $352 | -7.6% | 5,217 | -7.3% | 0.02% | -10.5% |
| Q1 2023 | $381 | +6.4% | 5,627 | 0.0% | 0.02% | -5.0% |
| Q4 2022 | $358 | -99.9% | 5,627 | 0.0% | 0.02% | -4.8% |
| Q3 2022 | $321,000 | -13.2% | 5,627 | -3.7% | 0.02% | -8.7% |
| Q2 2022 | $370,000 | -12.3% | 5,846 | 0.0% | 0.02% | +9.5% |
| Q1 2022 | $422,000 | -6.0% | 5,846 | 0.0% | 0.02% | -8.7% |
| Q4 2021 | $449,000 | +2.0% | 5,846 | 0.0% | 0.02% | -8.0% |
| Q3 2021 | $440,000 | -0.5% | 5,846 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $442,000 | +3.5% | 5,846 | 0.0% | 0.02% | -3.8% |
| Q1 2021 | $427,000 | -0.5% | 5,846 | 0.0% | 0.03% | -13.3% |
| Q4 2020 | $429,000 | -7.3% | 5,846 | -13.9% | 0.03% | -21.1% |
| Q3 2020 | $463,000 | +3.1% | 6,791 | 0.0% | 0.04% | -2.6% |
| Q2 2020 | $449,000 | +6.7% | 6,791 | 0.0% | 0.04% | -13.3% |
| Q1 2020 | $421,000 | -21.7% | 6,791 | -5.9% | 0.04% | -13.5% |
| Q4 2019 | $538,000 | +1.7% | 7,213 | 0.0% | 0.05% | -5.5% |
| Q3 2019 | $529,000 | +1.0% | 7,213 | 0.0% | 0.06% | -1.8% |
| Q2 2019 | $524,000 | +24.5% | 7,213 | +23.4% | 0.06% | +14.3% |
| Q1 2019 | $421,000 | -8.1% | 5,846 | -14.9% | 0.05% | -7.5% |
| Q4 2018 | $458,000 | -8.4% | 6,866 | 0.0% | 0.05% | +1.9% |
| Q3 2018 | $500,000 | -41.6% | 6,866 | -42.9% | 0.05% | -44.7% |
| Q2 2018 | $856,000 | -30.7% | 12,032 | -28.2% | 0.09% | -35.6% |
| Q1 2018 | $1,235,000 | +1.0% | 16,753 | 0.0% | 0.15% | +0.7% |
| Q4 2017 | $1,223,000 | +0.8% | 16,753 | -1.9% | 0.14% | -7.1% |
| Q3 2017 | $1,213,000 | -32.6% | 17,073 | -34.3% | 0.16% | -30.4% |
| Q2 2017 | $1,799,000 | +3.0% | 25,979 | -1.8% | 0.22% | -2.6% |
| Q1 2017 | $1,746,000 | -12.2% | 26,454 | -18.6% | 0.23% | -24.3% |
| Q4 2016 | $1,989,000 | -8.3% | 32,497 | +1.4% | 0.30% | -14.1% |
| Q3 2016 | $2,169,000 | -9.2% | 32,063 | -10.9% | 0.35% | -14.1% |
| Q2 2016 | $2,388,000 | +7.8% | 35,970 | +7.9% | 0.41% | -1.0% |
| Q1 2016 | $2,216,000 | -8.5% | 33,349 | -10.7% | 0.42% | -18.6% |
| Q4 2015 | $2,422,000 | +21.0% | 37,343 | +16.4% | 0.51% | +4.1% |
| Q3 2015 | $2,002,000 | -23.3% | 32,082 | -19.8% | 0.49% | -18.6% |
| Q2 2015 | $2,610,000 | -1.9% | 39,980 | -1.0% | 0.60% | -2.9% |
| Q1 2015 | $2,661,000 | +4.6% | 40,384 | -2.0% | 0.62% | -6.3% |
| Q4 2014 | $2,543,000 | +3.1% | 41,209 | +4.7% | 0.66% | -3.2% |
| Q3 2014 | $2,466,000 | -6.3% | 39,368 | -2.2% | 0.68% | -7.7% |
| Q2 2014 | $2,633,000 | +5.5% | 40,268 | +1.3% | 0.74% | -2.5% |
| Q1 2014 | $2,496,000 | -9.4% | 39,767 | -11.0% | 0.76% | -6.9% |
| Q4 2013 | $2,754,000 | +1.3% | 44,707 | +0.3% | 0.82% | -7.6% |
| Q3 2013 | $2,718,000 | +5.6% | 44,587 | -0.9% | 0.88% | +1.5% |
| Q2 2013 | $2,573,000 | – | 44,990 | – | 0.87% | – |
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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% |