ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,096 | -3.4% | 3,390 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $228,825 | -0.2% | 3,390 | 0.0% | 0.06% | -3.5% |
| Q1 2023 | $229,334 | -4.8% | 3,390 | -10.6% | 0.06% | -8.1% |
| Q4 2022 | $240,987 | +3.4% | 3,790 | -7.3% | 0.06% | -6.1% |
| Q3 2022 | $233,000 | -10.0% | 4,090 | 0.0% | 0.07% | -4.3% |
| Q2 2022 | $259,000 | -15.4% | 4,090 | -3.5% | 0.07% | -2.8% |
| Q1 2022 | $306,000 | -19.0% | 4,240 | -13.9% | 0.07% | -22.8% |
| Q4 2021 | $378,000 | +2.2% | 4,922 | +0.1% | 0.09% | -10.7% |
| Q3 2021 | $370,000 | -0.3% | 4,918 | 0.0% | 0.10% | -1.9% |
| Q2 2021 | $371,000 | +57.2% | 4,918 | +52.0% | 0.10% | +34.6% |
| Q1 2021 | $236,000 | -16.3% | 3,235 | -15.6% | 0.08% | -24.3% |
| Q4 2020 | $282,000 | +4.8% | 3,835 | -3.0% | 0.10% | -11.2% |
| Q3 2020 | $269,000 | -92.9% | 3,955 | -93.1% | 0.12% | -93.4% |
| Q2 2020 | $3,787,000 | +0.8% | 57,324 | -5.3% | 1.75% | -15.7% |
| Q1 2020 | $3,757,000 | -37.2% | 60,545 | -24.5% | 2.08% | -11.8% |
| Q4 2019 | $5,979,000 | +10.1% | 80,211 | +8.2% | 2.36% | +1.3% |
| Q3 2019 | $5,431,000 | +7.9% | 74,110 | +7.0% | 2.32% | -33.8% |
| Q2 2019 | $5,032,000 | +5.8% | 69,277 | +4.8% | 3.51% | +1.2% |
| Q1 2019 | $4,758,000 | – | 66,087 | – | 3.47% | – |
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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% |