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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $292 | -0.7% | 4,319 | -0.6% | 0.02% | -17.4% |
| Q1 2023 | $294 | -100.0% | 4,343 | -86.9% | 0.02% | -87.6% |
| Q2 2022 | $2,099,000 | -58.9% | 33,150 | -53.2% | 0.18% | -50.9% |
| Q1 2022 | $5,113,000 | +920.6% | 70,879 | +985.8% | 0.38% | +1078.1% |
| Q4 2021 | $501,000 | -2.0% | 6,528 | -3.7% | 0.03% | -15.8% |
| Q3 2021 | $511,000 | -7.3% | 6,777 | -7.2% | 0.04% | +15.2% |
| Q2 2021 | $551,000 | -84.8% | 7,299 | -85.3% | 0.03% | -85.8% |
| Q1 2021 | $3,635,000 | – | 49,801 | – | 0.23% | – |
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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% |