ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $552,857 | +2.8% | 8,476 | +6.6% | 0.05% | -6.0% |
| Q1 2023 | $537,732 | +109195.1% | 7,948 | +2.6% | 0.05% | +2.0% |
| Q4 2022 | $492 | -99.9% | 7,748 | -8.2% | 0.05% | +11.4% |
| Q3 2022 | $480,000 | -9.4% | 8,436 | +0.7% | 0.04% | -21.4% |
| Q2 2022 | $530,000 | -8.0% | 8,375 | +4.9% | 0.06% | -3.4% |
| Q1 2022 | $576,000 | -1.0% | 7,987 | +5.3% | 0.06% | +1.8% |
| Q4 2021 | $582,000 | +1.4% | 7,587 | -0.5% | 0.06% | -8.1% |
| Q3 2021 | $574,000 | +25.9% | 7,625 | +26.2% | 0.06% | +21.6% |
| Q2 2021 | $456,000 | +1.8% | 6,040 | -1.7% | 0.05% | -8.9% |
| Q1 2021 | $448,000 | -0.4% | 6,142 | 0.0% | 0.06% | -9.7% |
| Q4 2020 | $450,000 | -3.0% | 6,142 | -10.0% | 0.06% | -17.3% |
| Q3 2020 | $464,000 | -12.5% | 6,822 | -15.1% | 0.08% | -21.9% |
| Q2 2020 | $530,000 | +2.7% | 8,032 | -3.5% | 0.10% | -16.5% |
| Q1 2020 | $516,000 | -14.7% | 8,322 | +2.5% | 0.12% | +4.5% |
| Q4 2019 | $605,000 | -0.7% | 8,122 | -2.3% | 0.11% | -6.8% |
| Q3 2019 | $609,000 | – | 8,312 | – | 0.12% | – |
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% |