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 2022 | $597,000 | -10.0% | 10,485 | 0.0% | 0.27% | -4.9% |
| Q2 2022 | $663,000 | -10.6% | 10,485 | +1.9% | 0.29% | +1.8% |
| Q1 2022 | $742,000 | -5.1% | 10,286 | +0.9% | 0.28% | -0.7% |
| Q4 2021 | $782,000 | +2.6% | 10,195 | +0.7% | 0.28% | +1.8% |
| Q3 2021 | $762,000 | -0.3% | 10,125 | 0.0% | 0.28% | -6.4% |
| Q2 2021 | $764,000 | +8.1% | 10,125 | +4.4% | 0.30% | +1.4% |
| Q1 2021 | $707,000 | -0.7% | 9,699 | 0.0% | 0.29% | -10.4% |
| Q4 2020 | $712,000 | +7.9% | 9,699 | 0.0% | 0.33% | -10.2% |
| Q3 2020 | $660,000 | +3.1% | 9,699 | 0.0% | 0.36% | +2.2% |
| Q2 2020 | $640,000 | +56.5% | 9,699 | +76.6% | 0.36% | +78.0% |
| Q4 2019 | $409,000 | +4.1% | 5,491 | +2.3% | 0.20% | -7.0% |
| Q3 2019 | $393,000 | +1.0% | 5,366 | 0.0% | 0.22% | -2.3% |
| Q2 2019 | $389,000 | +1.0% | 5,366 | +0.2% | 0.22% | -3.1% |
| Q1 2019 | $385,000 | – | 5,356 | – | 0.23% | – |
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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% |