ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,589 | -4.3% | 653 | -0.9% | 0.00% | 0.0% |
| Q2 2023 | $44,483 | -0.7% | 659 | -0.5% | 0.00% | 0.0% |
| Q1 2023 | $44,784 | +6.4% | 662 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $42,093 | +45.1% | 662 | +30.8% | 0.00% | 0.0% |
| Q3 2022 | $29,000 | -25.6% | 506 | -18.8% | 0.00% | 0.0% |
| Q2 2022 | $39,000 | +5.4% | 623 | +23.1% | 0.00% | 0.0% |
| Q1 2022 | $37,000 | -5.1% | 506 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $39,000 | +2.6% | 506 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $38,000 | 0.0% | 506 | -0.6% | 0.00% | 0.0% |
| Q2 2021 | $38,000 | +2.7% | 509 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | +1750.0% | 509 | +2020.8% | 0.00% | – |
| Q2 2020 | $2,000 | -96.0% | 24 | -96.5% | 0.00% | -100.0% |
| Q2 2019 | $50,000 | +233.3% | 682 | +224.8% | 0.00% | +200.0% |
| Q1 2018 | $15,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $15,000 | +400.0% | 210 | +320.0% | 0.00% | 0.0% |
| Q2 2013 | $3,000 | – | 50 | – | 0.00% | – |
Download | ||||||
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% |