ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $378,276 | -3.4% | 5,800 | 0.0% | 0.10% | -1.9% |
| Q2 2023 | $391,500 | -0.2% | 5,800 | 0.0% | 0.10% | -4.6% |
| Q1 2023 | $392,370 | +6.4% | 5,800 | 0.0% | 0.11% | +1.9% |
| Q4 2022 | $368,793 | +11.4% | 5,800 | 0.0% | 0.11% | +5.0% |
| Q3 2022 | $331,000 | -9.8% | 5,800 | 0.0% | 0.10% | -17.9% |
| Q2 2022 | $367,000 | -12.2% | 5,800 | 0.0% | 0.12% | -1.6% |
| Q1 2022 | $418,000 | -6.1% | 5,800 | 0.0% | 0.12% | -5.3% |
| Q4 2021 | $445,000 | +1.8% | 5,800 | 0.0% | 0.13% | -2.9% |
| Q3 2021 | $437,000 | -0.2% | 5,800 | 0.0% | 0.14% | -1.4% |
| Q2 2021 | $438,000 | +3.5% | 5,800 | 0.0% | 0.14% | -3.5% |
| Q1 2021 | $423,000 | -0.7% | 5,800 | 0.0% | 0.14% | -6.5% |
| Q4 2020 | $426,000 | +7.8% | 5,800 | 0.0% | 0.15% | 0.0% |
| Q3 2020 | $395,000 | +3.1% | 5,800 | 0.0% | 0.15% | -5.0% |
| Q2 2020 | $383,000 | +4.6% | 5,800 | -1.7% | 0.16% | -6.4% |
| Q1 2020 | $366,000 | – | 5,900 | – | 0.17% | – |
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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% |