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 | $1,204,587 | -48.2% | 18,470 | -46.4% | 0.05% | +6.5% |
| Q2 2023 | $2,325,726 | +976.4% | 34,456 | +978.8% | 0.05% | +283.3% |
| Q1 2023 | $216,074 | -1.6% | 3,194 | -7.5% | 0.01% | +71.4% |
| Q4 2022 | $219,539 | -4.1% | 3,453 | +8.6% | 0.01% | -56.2% |
| Q1 2022 | $229,000 | -23.2% | 3,179 | -18.0% | 0.02% | -23.8% |
| Q4 2021 | $298,000 | +2.1% | 3,875 | +0.1% | 0.02% | -16.0% |
| Q3 2021 | $292,000 | -5.2% | 3,870 | -5.2% | 0.02% | -7.4% |
| Q2 2021 | $308,000 | +2.0% | 4,083 | -1.4% | 0.03% | -12.9% |
| Q1 2021 | $302,000 | +76.6% | 4,143 | +77.4% | 0.03% | +55.0% |
| Q4 2020 | $171,000 | +167.2% | 2,336 | +167.0% | 0.02% | -16.7% |
| Q1 2018 | $64,000 | 0.0% | 875 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $64,000 | +3.2% | 875 | 0.0% | 0.02% | +20.0% |
| Q3 2017 | $62,000 | +1.6% | 875 | 0.0% | 0.02% | +53.8% |
| Q2 2017 | $61,000 | +5.2% | 875 | 0.0% | 0.01% | +8.3% |
| Q1 2017 | $58,000 | +3.6% | 875 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $56,000 | -5.1% | 875 | 0.0% | 0.01% | -20.0% |
| Q3 2016 | $59,000 | – | 875 | – | 0.02% | – |
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% |