ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $520,390 | -5.5% | 7,979 | -2.2% | 0.21% | -4.2% |
Q2 2023 | $550,733 | -2.6% | 8,159 | -2.4% | 0.22% | -8.1% |
Q1 2023 | $565,419 | +6.4% | 8,358 | 0.0% | 0.24% | -2.9% |
Q4 2022 | $531,443 | -0.7% | 8,358 | -10.9% | 0.24% | -12.9% |
Q3 2022 | $535,000 | +90.4% | 9,384 | +111.6% | 0.28% | +118.9% |
Q2 2022 | $281,000 | -43.2% | 4,434 | -35.4% | 0.13% | -36.8% |
Q1 2022 | $495,000 | – | 6,862 | – | 0.20% | – |
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% |