ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 518 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,374,900 | 0.0% | 290 | -99.2% | 0.51% | +35.6% |
| Q4 2022 | $2,374,900 | -72.4% | 37,350 | -75.3% | 0.38% | -86.8% |
| Q3 2022 | $8,605,000 | -10.2% | 150,940 | -0.3% | 2.85% | -2.5% |
| Q2 2022 | $9,583,000 | -9.6% | 151,374 | +3.0% | 2.92% | -7.2% |
| Q1 2022 | $10,602,000 | -6.4% | 146,959 | -0.4% | 3.15% | -7.7% |
| Q4 2021 | $11,331,000 | +10.3% | 147,592 | +8.2% | 3.41% | +5.0% |
| Q3 2021 | $10,277,000 | -5.8% | 136,405 | -5.5% | 3.25% | -0.9% |
| Q2 2021 | $10,906,000 | -2.9% | 144,371 | -6.1% | 3.28% | -15.5% |
| Q1 2021 | $11,228,000 | -22.1% | 153,823 | -21.6% | 3.88% | -16.7% |
| Q4 2020 | $14,405,000 | +11.5% | 196,232 | +3.5% | 4.66% | -7.3% |
| Q3 2020 | $12,922,000 | +28.9% | 189,665 | +25.0% | 5.02% | +16.7% |
| Q2 2020 | $10,027,000 | +447.0% | 151,782 | +413.7% | 4.30% | +361.7% |
| Q1 2020 | $1,833,000 | – | 29,547 | – | 0.93% | – |
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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% |