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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $297,000 | +2.1% | 3,869 | +0.3% | 0.18% | -4.8% |
| Q3 2021 | $291,000 | -4.9% | 3,856 | -4.9% | 0.19% | -4.6% |
| Q2 2021 | $306,000 | +4.1% | 4,056 | +0.6% | 0.20% | -4.9% |
| Q1 2021 | $294,000 | -0.7% | 4,032 | 0.0% | 0.20% | -5.5% |
| Q4 2020 | $296,000 | -1.3% | 4,032 | -8.4% | 0.22% | -12.1% |
| Q3 2020 | $300,000 | +3.1% | 4,403 | 0.0% | 0.25% | -8.2% |
| Q2 2020 | $291,000 | +0.3% | 4,403 | -5.9% | 0.27% | -17.2% |
| Q1 2020 | $290,000 | -31.4% | 4,679 | -17.6% | 0.32% | -18.3% |
| Q4 2019 | $423,000 | +6.8% | 5,679 | +5.2% | 0.40% | +0.3% |
| Q3 2019 | $396,000 | +1.0% | 5,398 | 0.0% | 0.40% | +0.8% |
| Q2 2019 | $392,000 | -19.5% | 5,398 | -20.2% | 0.39% | -9.2% |
| Q1 2019 | $487,000 | +8.0% | 6,768 | -0.0% | 0.43% | -5.9% |
| Q4 2018 | $451,000 | -8.1% | 6,769 | +0.3% | 0.46% | +3.6% |
| Q3 2018 | $491,000 | +2.3% | 6,747 | 0.0% | 0.44% | -4.7% |
| Q2 2018 | $480,000 | -3.0% | 6,747 | +0.5% | 0.47% | -5.5% |
| Q1 2018 | $495,000 | +1.0% | 6,711 | 0.0% | 0.49% | +6.2% |
| Q4 2017 | $490,000 | – | 6,711 | – | 0.46% | – |
Download | ||||||
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% |