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 ↓ |
|---|---|---|---|
| Miracle Mile Advisors, LLC | 397,705 | $25,966,000 | 17.48% |
| Merriman Wealth Management, LLC | 94,151 | $6,354,000 | 12.66% |
| Cordasco Financial Network | 209,100 | $13,652,000 | 10.72% |
| LVZ, Inc. | 262,664 | $17,743,000 | 9.86% |
| Roof Eidam Maycock Peralta, LLC | 134,973 | $8,812,000 | 7.27% |
| Estate Counselors, LLC | 275,210 | $17,968,000 | 6.24% |
| STRINGER ASSET MANAGEMENT, LLC | 65,613 | $4,284,000 | 4.48% |
| NOTTINGHAM ADVISORS, INC. | 307,851 | $20,100,000 | 3.31% |
| FOSTER & MOTLEY INC | 226,504 | $14,788,000 | 3.25% |
| MV CAPITAL MANAGEMENT, INC. | 107,312 | $7,006,000 | 2.84% |