ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $221,000 | -6.0% | 3,057 | 0.0% | 0.07% | -8.8% |
| Q4 2021 | $235,000 | +1.7% | 3,057 | +4.1% | 0.08% | -4.8% |
| Q3 2021 | $231,000 | +2.7% | 2,937 | 0.0% | 0.08% | -3.4% |
| Q2 2021 | $225,000 | +7.1% | 2,937 | 0.0% | 0.09% | -5.4% |
| Q1 2021 | $210,000 | -2.8% | 2,937 | 0.0% | 0.09% | -4.2% |
| Q4 2020 | $216,000 | +5.4% | 2,937 | -5.5% | 0.10% | -21.3% |
| Q2 2020 | $205,000 | -19.3% | 3,107 | -11.2% | 0.12% | +37.1% |
| Q2 2019 | $254,000 | +86.8% | 3,499 | +85.4% | 0.09% | +15.6% |
| Q1 2019 | $136,000 | +7.1% | 1,887 | -0.9% | 0.08% | -3.8% |
| Q4 2018 | $127,000 | – | 1,905 | – | 0.08% | – |
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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% |