ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 460 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $88,699 | -9.9% | 1,360 | -6.8% | 0.01% | -12.5% |
| Q2 2023 | $98,483 | -50.0% | 1,459 | -49.9% | 0.02% | -51.5% |
| Q1 2023 | $197,132 | -96.9% | 2,914 | -97.1% | 0.03% | -97.2% |
| Q4 2022 | $6,455,213 | +17.3% | 101,521 | +5.2% | 1.16% | +7.6% |
| Q3 2022 | $5,503,000 | +101.4% | 96,519 | +123.6% | 1.08% | +97.1% |
| Q2 2022 | $2,733,000 | -31.4% | 43,175 | -19.2% | 0.55% | -14.2% |
| Q4 2019 | $3,983,000 | – | 53,432 | – | 0.64% | – |
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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% |