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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $212,000 | -14.9% | 3,235 | -6.4% | 0.05% | -10.0% |
Q1 2022 | $249,000 | -25.0% | 3,456 | -20.0% | 0.06% | -36.8% |
Q4 2021 | $332,000 | +2.2% | 4,321 | +0.1% | 0.10% | -10.4% |
Q3 2021 | $325,000 | -0.3% | 4,318 | 0.0% | 0.11% | -2.8% |
Q2 2021 | $326,000 | +4.2% | 4,318 | +0.5% | 0.11% | -9.2% |
Q1 2021 | $313,000 | -2.5% | 4,295 | -1.6% | 0.12% | -29.8% |
Q4 2020 | $321,000 | +53.6% | 4,367 | +42.1% | 0.17% | +31.5% |
Q3 2020 | $209,000 | +3.0% | 3,074 | 0.0% | 0.13% | -11.0% |
Q2 2020 | $203,000 | -21.9% | 3,074 | -10.4% | 0.15% | -13.6% |
Q4 2019 | $260,000 | -69.3% | 3,432 | -70.6% | 0.17% | -69.0% |
Q2 2019 | $848,000 | -5.1% | 11,670 | -6.2% | 0.54% | -7.6% |
Q1 2019 | $894,000 | -34.5% | 12,443 | -39.2% | 0.59% | -49.2% |
Q4 2018 | $1,364,000 | -42.1% | 20,468 | -36.8% | 1.16% | -35.7% |
Q3 2018 | $2,357,000 | +12.8% | 32,378 | +10.3% | 1.81% | +22.4% |
Q2 2018 | $2,089,000 | – | 29,359 | – | 1.48% | – |
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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% |