ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,153 | -3.4% | 217 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $14,648 | -0.2% | 217 | 0.0% | 0.02% | -3.8% |
Q1 2023 | $14,680 | +104757.1% | 217 | 0.0% | 0.03% | -3.7% |
Q4 2022 | $14 | -99.9% | 217 | 0.0% | 0.03% | +8.0% |
Q3 2022 | $12,000 | -14.3% | 217 | 0.0% | 0.02% | -19.4% |
Q2 2022 | $14,000 | -12.5% | 217 | 0.0% | 0.03% | 0.0% |
Q1 2022 | $16,000 | -5.9% | 217 | 0.0% | 0.03% | +19.2% |
Q4 2021 | $17,000 | +6.2% | 217 | 0.0% | 0.03% | 0.0% |
Q3 2021 | $16,000 | 0.0% | 217 | 0.0% | 0.03% | -3.7% |
Q2 2021 | $16,000 | 0.0% | 217 | 0.0% | 0.03% | -6.9% |
Q1 2021 | $16,000 | 0.0% | 217 | 0.0% | 0.03% | 0.0% |
Q4 2020 | $16,000 | -11.1% | 217 | -16.2% | 0.03% | -19.4% |
Q3 2020 | $18,000 | +5.9% | 259 | 0.0% | 0.04% | 0.0% |
Q2 2020 | $17,000 | -26.1% | 259 | -29.6% | 0.04% | -35.7% |
Q1 2020 | $23,000 | -14.8% | 368 | +1.9% | 0.06% | 0.0% |
Q4 2019 | $27,000 | +3.8% | 361 | +3.1% | 0.06% | 0.0% |
Q3 2019 | $26,000 | +4.0% | 350 | 0.0% | 0.06% | +36.6% |
Q2 2019 | $25,000 | +13.6% | 350 | +17.1% | 0.04% | +20.6% |
Q1 2019 | $22,000 | +10.0% | 299 | 0.0% | 0.03% | +6.2% |
Q4 2018 | $20,000 | 0.0% | 299 | +7.9% | 0.03% | +10.3% |
Q3 2018 | $20,000 | – | 277 | – | 0.03% | – |
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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% |