ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 469 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $752,000 | -16.6% | 13,192 | -5.2% | 0.18% | -5.3% |
| Q2 2022 | $902,000 | -4.6% | 13,909 | +6.1% | 0.19% | -3.6% |
| Q1 2022 | $945,000 | -3.1% | 13,105 | -1.6% | 0.20% | -3.9% |
| Q4 2021 | $975,000 | -2.8% | 13,318 | +0.0% | 0.20% | -10.1% |
| Q3 2021 | $1,003,000 | -1.5% | 13,317 | -1.2% | 0.23% | -2.6% |
| Q2 2021 | $1,018,000 | +17.0% | 13,474 | +15.1% | 0.23% | +11.0% |
| Q1 2021 | $870,000 | -0.5% | 11,702 | -0.1% | 0.21% | -5.0% |
| Q4 2020 | $874,000 | +100.5% | 11,709 | +100.1% | 0.22% | +30.0% |
| Q4 2019 | $436,000 | – | 5,853 | – | 0.17% | – |
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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% |