ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,832 | -97.7% | 76 | -97.3% | 0.00% | -100.0% |
| Q3 2018 | $206,000 | +2.5% | 2,830 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $201,000 | -3.8% | 2,830 | 0.0% | 0.02% | -10.5% |
| Q1 2018 | $209,000 | +1.0% | 2,830 | 0.0% | 0.02% | -5.0% |
| Q4 2017 | $207,000 | -1.4% | 2,830 | -4.4% | 0.02% | -16.7% |
| Q3 2017 | $210,000 | -32.9% | 2,960 | -38.6% | 0.02% | -46.7% |
| Q4 2015 | $313,000 | +0.6% | 4,824 | -3.2% | 0.04% | -18.2% |
| Q3 2015 | $311,000 | -21.9% | 4,982 | -18.2% | 0.06% | +3.8% |
| Q2 2015 | $398,000 | +28.8% | 6,090 | +29.9% | 0.05% | +29.3% |
| Q1 2015 | $309,000 | – | 4,690 | – | 0.04% | – |
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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% |