ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,726 | -3.4% | 7,892 | -0.1% | 0.10% | +1.0% |
| Q2 2023 | $532,990 | +10559.8% | 7,896 | +9189.4% | 0.10% | +3200.0% |
| Q2 2022 | $5,000 | -16.7% | 85 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | -14.3% | 85 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $7,000 | +16.7% | 85 | 0.0% | 0.00% | +33.3% |
| Q3 2021 | $6,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | -77.8% | 85 | -78.5% | 0.00% | -81.2% |
| Q3 2020 | $27,000 | -54.2% | 395 | -56.1% | 0.02% | -56.8% |
| Q2 2020 | $59,000 | -1.7% | 900 | -7.7% | 0.04% | -15.9% |
| Q1 2020 | $60,000 | +900.0% | 975 | +1047.1% | 0.04% | +1366.7% |
| Q4 2019 | $6,000 | – | 85 | – | 0.00% | – |
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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% |