ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 518 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $841,777 | -3.9% | 12,907 | -0.5% | 0.06% | 0.0% |
| Q2 2023 | $875,940 | +4.0% | 12,977 | +4.3% | 0.06% | +3.3% |
| Q1 2023 | $841,854 | -5.6% | 12,444 | -11.3% | 0.06% | -13.0% |
| Q4 2022 | $891,986 | +7.9% | 14,028 | -3.3% | 0.07% | 0.0% |
| Q3 2022 | $827,000 | -13.9% | 14,510 | -4.4% | 0.07% | -10.4% |
| Q2 2022 | $960,000 | -15.0% | 15,170 | -3.2% | 0.08% | +1.3% |
| Q1 2022 | $1,130,000 | -14.7% | 15,669 | -9.1% | 0.08% | -11.6% |
| Q4 2021 | $1,324,000 | -15.8% | 17,244 | -17.1% | 0.09% | -30.6% |
| Q2 2021 | $1,572,000 | +3.4% | 20,813 | -0.1% | 0.12% | -15.6% |
| Q1 2021 | $1,521,000 | -17.1% | 20,837 | -16.6% | 0.15% | -23.0% |
| Q4 2020 | $1,834,000 | +20.9% | 24,978 | +12.2% | 0.19% | +64.7% |
| Q3 2020 | $1,517,000 | -29.9% | 22,265 | -32.1% | 0.12% | -64.3% |
| Q2 2020 | $2,165,000 | -21.7% | 32,775 | -11.7% | 0.32% | -6.9% |
| Q4 2019 | $2,766,000 | – | 37,113 | – | 0.35% | – |
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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% |