ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 562 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,106,315 | -25.3% | 16,970 | -22.7% | 0.05% | -25.8% |
| Q2 2023 | $1,481,568 | +5.7% | 21,953 | +6.0% | 0.06% | -4.6% |
| Q1 2023 | $1,401,238 | +8.2% | 20,713 | +1.7% | 0.06% | -1.5% |
| Q4 2022 | $1,294,838 | -11.3% | 20,364 | -20.5% | 0.07% | -19.5% |
| Q3 2022 | $1,460,000 | -8.6% | 25,603 | +1.5% | 0.08% | -6.8% |
| Q2 2022 | $1,598,000 | -13.7% | 25,235 | -1.7% | 0.09% | -18.5% |
| Q1 2022 | $1,852,000 | +8.2% | 25,667 | +15.2% | 0.11% | +1.9% |
| Q4 2021 | $1,711,000 | +27.4% | 22,286 | +25.0% | 0.11% | +14.0% |
| Q3 2021 | $1,343,000 | +38.3% | 17,829 | +38.6% | 0.09% | +29.2% |
| Q2 2021 | $971,000 | +29.1% | 12,861 | +24.8% | 0.07% | 0.0% |
| Q1 2021 | $752,000 | -14.9% | 10,308 | -14.4% | 0.07% | -20.9% |
| Q4 2020 | $884,000 | -54.3% | 12,045 | -57.6% | 0.09% | -61.6% |
| Q3 2020 | $1,935,000 | -22.4% | 28,402 | -24.8% | 0.24% | -41.9% |
| Q2 2020 | $2,494,000 | -12.3% | 37,747 | -17.7% | 0.41% | -45.8% |
| Q1 2020 | $2,844,000 | -22.4% | 45,843 | -6.8% | 0.75% | -7.7% |
| Q4 2019 | $3,666,000 | +5.0% | 49,177 | +3.1% | 0.82% | -3.2% |
| Q3 2019 | $3,492,000 | +5.1% | 47,681 | +4.2% | 0.84% | +1.0% |
| Q2 2019 | $3,323,000 | +82.6% | 45,754 | +81.0% | 0.84% | +44.2% |
| Q1 2019 | $1,820,000 | – | 25,284 | – | 0.58% | – |
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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% |