ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,702,006 | -26.2% | 41,429 | -23.6% | 1.55% | -21.5% |
| Q2 2023 | $3,660,420 | +5.1% | 54,228 | +5.3% | 1.98% | -5.9% |
| Q1 2023 | $3,483,580 | +7.6% | 51,494 | +1.1% | 2.10% | +2.6% |
| Q4 2022 | $3,238,585 | +10.4% | 50,933 | -1.0% | 2.05% | -4.9% |
| Q3 2022 | $2,933,000 | +1.9% | 51,439 | +13.1% | 2.15% | +6.1% |
| Q2 2022 | $2,879,000 | -12.2% | 45,478 | +0.0% | 2.03% | +2.1% |
| Q1 2022 | $3,279,000 | +1.1% | 45,460 | +7.6% | 1.99% | +2.1% |
| Q4 2021 | $3,243,000 | +13.3% | 42,238 | +11.2% | 1.95% | +4.6% |
| Q3 2021 | $2,863,000 | -3.4% | 37,997 | -3.1% | 1.86% | -3.1% |
| Q2 2021 | $2,963,000 | -2.7% | 39,218 | -6.0% | 1.92% | -5.9% |
| Q1 2021 | $3,044,000 | +6.6% | 41,711 | +7.2% | 2.04% | -4.8% |
| Q4 2020 | $2,855,000 | +12.7% | 38,895 | +4.6% | 2.14% | -5.2% |
| Q3 2020 | $2,534,000 | +0.2% | 37,199 | -2.8% | 2.26% | -14.6% |
| Q2 2020 | $2,529,000 | +9.1% | 38,289 | +2.4% | 2.65% | -14.6% |
| Q1 2020 | $2,319,000 | -14.6% | 37,382 | +2.6% | 3.10% | +36.0% |
| Q4 2019 | $2,716,000 | – | 36,446 | – | 2.28% | – |
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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% |