ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,631 | -94.6% | 25 | -93.6% | 0.00% | -100.0% |
| Q2 2021 | $30,000 | +3.4% | 392 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $29,000 | 0.0% | 392 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $29,000 | +7.4% | 392 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $27,000 | +3.8% | 392 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $26,000 | -85.4% | 392 | -86.5% | 0.01% | -91.0% |
| Q4 2016 | $178,000 | -39.9% | 2,900 | -33.7% | 0.11% | -44.5% |
| Q3 2016 | $296,000 | +2.1% | 4,375 | 0.0% | 0.20% | -4.8% |
| Q2 2016 | $290,000 | +50.3% | 4,375 | +50.9% | 0.21% | +40.9% |
| Q1 2016 | $193,000 | – | 2,900 | – | 0.15% | – |
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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% |