ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $200,766 | -3.5% | 2,968 | -18.7% | 0.04% | -9.5% |
| Q3 2022 | $208,000 | -12.6% | 3,652 | -2.8% | 0.04% | -6.7% |
| Q2 2022 | $238,000 | -12.2% | 3,758 | +0.2% | 0.04% | +4.7% |
| Q1 2022 | $271,000 | -5.9% | 3,751 | 0.0% | 0.04% | +2.4% |
| Q4 2021 | $288,000 | -3.0% | 3,751 | -4.7% | 0.04% | -8.7% |
| Q3 2021 | $297,000 | +1.4% | 3,937 | +0.9% | 0.05% | -2.1% |
| Q2 2021 | $293,000 | +29.1% | 3,901 | +6.7% | 0.05% | -33.8% |
| Q1 2020 | $227,000 | -16.8% | 3,655 | -2.0% | 0.07% | -27.6% |
| Q4 2019 | $273,000 | 0.0% | 3,730 | 0.0% | 0.10% | 0.0% |
| Q3 2019 | $273,000 | -1.4% | 3,730 | -2.6% | 0.10% | -6.7% |
| Q2 2019 | $277,000 | -0.4% | 3,831 | -2.2% | 0.10% | -6.2% |
| Q1 2019 | $278,000 | +4.1% | 3,917 | 0.0% | 0.11% | -17.6% |
| Q4 2018 | $267,000 | -1.1% | 3,917 | +5.0% | 0.14% | +8.8% |
| Q3 2018 | $270,000 | +3.1% | 3,729 | +2.7% | 0.12% | -14.4% |
| Q2 2018 | $262,000 | -0.4% | 3,631 | 0.0% | 0.15% | +4.3% |
| Q1 2018 | $263,000 | -8.4% | 3,631 | -5.6% | 0.14% | -3.4% |
| Q4 2017 | $287,000 | +47.9% | 3,847 | +37.6% | 0.14% | +59.3% |
| Q2 2017 | $194,000 | -38.8% | 2,796 | -46.4% | 0.09% | -60.8% |
| Q4 2016 | $317,000 | -26.1% | 5,214 | -17.3% | 0.23% | -32.9% |
| Q3 2016 | $429,000 | +22.9% | 6,305 | +20.4% | 0.35% | +21.0% |
| Q2 2016 | $349,000 | +39.6% | 5,235 | +39.6% | 0.29% | +43.0% |
| Q1 2016 | $250,000 | – | 3,750 | – | 0.20% | – |
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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% |