ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,683 | -3.4% | 3,215 | 0.0% | 0.02% | +9.1% |
| Q2 2023 | $217,013 | -0.2% | 3,215 | 0.0% | 0.02% | -8.3% |
| Q1 2023 | $217,495 | +6.4% | 3,215 | 0.0% | 0.02% | -4.0% |
| Q4 2022 | $204,426 | +0.2% | 3,215 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $204,000 | -12.1% | 3,215 | 0.0% | 0.02% | -10.7% |
| Q1 2022 | $232,000 | -6.1% | 3,215 | 0.0% | 0.03% | -6.7% |
| Q4 2021 | $247,000 | -27.1% | 3,215 | -28.6% | 0.03% | -31.8% |
| Q3 2021 | $339,000 | -0.3% | 4,505 | 0.0% | 0.04% | -4.3% |
| Q2 2021 | $340,000 | +3.3% | 4,505 | 0.0% | 0.05% | -8.0% |
| Q1 2021 | $329,000 | -0.6% | 4,505 | 0.0% | 0.05% | -5.7% |
| Q4 2020 | $331,000 | -15.3% | 4,505 | -14.1% | 0.05% | -32.1% |
| Q4 2019 | $391,000 | +2.6% | 5,245 | 0.0% | 0.08% | -13.3% |
| Q2 2019 | $381,000 | – | 5,245 | – | 0.09% | – |
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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% |