ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 469 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $941 | +305.6% | 14,425 | +295.7% | 0.04% | +266.7% |
| Q4 2022 | $232 | -100.0% | 3,645 | -83.4% | 0.01% | -73.3% |
| Q4 2021 | $1,688,000 | -43.4% | 22,000 | -44.4% | 0.04% | -62.5% |
| Q3 2021 | $2,983,000 | +270.6% | 39,597 | +271.6% | 0.12% | +200.0% |
| Q2 2021 | $805,000 | +296.6% | 10,657 | +285.3% | 0.04% | +185.7% |
| Q4 2020 | $203,000 | -67.6% | 2,766 | -69.9% | 0.01% | -69.6% |
| Q3 2020 | $626,000 | +112.9% | 9,195 | +124.9% | 0.05% | +170.6% |
| Q1 2019 | $294,000 | -58.5% | 4,089 | -58.9% | 0.02% | -75.4% |
| Q2 2018 | $708,000 | +39.4% | 9,946 | +44.3% | 0.07% | +76.9% |
| Q1 2018 | $508,000 | +146.6% | 6,891 | +137.5% | 0.04% | +77.3% |
| Q3 2017 | $206,000 | -69.8% | 2,902 | -71.2% | 0.02% | -65.1% |
| Q3 2016 | $683,000 | – | 10,091 | – | 0.06% | – |
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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% |