ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,902,678 | -10.4% | 29,173 | -7.3% | 0.01% | -12.5% |
| Q2 2023 | $2,124,435 | +137850.3% | 31,473 | +38.2% | 0.01% | +14.3% |
| Q1 2023 | $1,540 | +57.6% | 22,770 | +48.1% | 0.01% | +40.0% |
| Q4 2022 | $977 | -99.9% | 15,378 | -35.9% | 0.01% | -28.6% |
| Q3 2022 | $1,367,000 | -49.9% | 24,000 | -44.3% | 0.01% | -50.0% |
| Q2 2022 | $2,727,000 | +69.5% | 43,093 | +93.2% | 0.01% | +75.0% |
| Q1 2022 | $1,609,000 | +14.6% | 22,308 | +22.0% | 0.01% | +14.3% |
| Q4 2021 | $1,404,000 | -83.0% | 18,291 | -83.3% | 0.01% | -83.7% |
| Q3 2021 | $8,242,000 | +571.2% | 109,405 | +572.5% | 0.04% | +514.3% |
| Q2 2021 | $1,228,000 | +193.8% | 16,269 | +183.5% | 0.01% | +133.3% |
| Q1 2021 | $418,000 | +156.4% | 5,738 | +158.4% | 0.00% | +200.0% |
| Q4 2020 | $163,000 | +4.5% | 2,221 | -3.3% | 0.00% | 0.0% |
| Q3 2020 | $156,000 | -79.3% | 2,297 | -79.9% | 0.00% | -87.5% |
| Q2 2020 | $755,000 | +504.0% | 11,424 | +465.0% | 0.01% | +300.0% |
| Q1 2020 | $125,000 | +50.6% | 2,022 | +81.0% | 0.00% | +100.0% |
| Q4 2019 | $83,000 | +38.3% | 1,117 | +36.2% | 0.00% | 0.0% |
| Q3 2019 | $60,000 | 0.0% | 820 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $60,000 | – | 820 | – | 0.00% | – |
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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% |