ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 511 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $873,000 | -6.0% | 12,102 | 0.0% | 0.20% | -1.0% |
| Q4 2021 | $929,000 | -2.7% | 12,102 | -2.3% | 0.20% | -1.5% |
| Q3 2021 | $955,000 | -3.9% | 12,393 | -9.0% | 0.20% | -17.3% |
| Q1 2021 | $994,000 | -9.9% | 13,617 | -9.4% | 0.25% | -19.7% |
| Q4 2020 | $1,103,000 | +0.6% | 15,025 | -6.6% | 0.31% | -12.7% |
| Q3 2020 | $1,096,000 | -3.4% | 16,087 | -6.3% | 0.35% | -11.7% |
| Q2 2020 | $1,135,000 | -30.0% | 17,174 | -34.3% | 0.40% | -43.9% |
| Q1 2020 | $1,621,000 | -25.6% | 26,123 | -10.6% | 0.72% | -6.3% |
| Q4 2019 | $2,179,000 | -9.5% | 29,228 | -11.1% | 0.76% | -12.0% |
| Q3 2019 | $2,409,000 | +41.1% | 32,875 | +39.9% | 0.87% | +37.0% |
| Q2 2019 | $1,707,000 | +56.0% | 23,493 | +54.5% | 0.63% | +57.5% |
| Q1 2019 | $1,094,000 | +109.2% | 15,201 | +93.9% | 0.40% | +72.5% |
| Q4 2018 | $523,000 | – | 7,841 | – | 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% |