ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,742 | -12.1% | 3,523 | -9.0% | 0.01% | -11.1% |
| Q2 2023 | $261,398 | -4.4% | 3,873 | -4.1% | 0.01% | 0.0% |
| Q1 2023 | $273,305 | +6.4% | 4,040 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $256,883 | +12.2% | 4,040 | +0.4% | 0.01% | 0.0% |
| Q3 2022 | $229,000 | -13.3% | 4,023 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $264,000 | +0.8% | 4,023 | +10.7% | 0.01% | +25.0% |
| Q1 2022 | $262,000 | -6.1% | 3,635 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $279,000 | +2.2% | 3,635 | +0.5% | 0.01% | -11.1% |
| Q3 2021 | $273,000 | 0.0% | 3,617 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $273,000 | +4.2% | 3,617 | +0.9% | 0.01% | 0.0% |
| Q1 2021 | $262,000 | -0.4% | 3,583 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $263,000 | +25.2% | 3,583 | +16.2% | 0.01% | 0.0% |
| Q3 2020 | $210,000 | +2.9% | 3,083 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $204,000 | – | 3,083 | – | 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% |