ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $268,000 | +2.7% | 3,493 | +0.7% | 0.12% | -8.8% |
| Q3 2021 | $261,000 | +0.4% | 3,469 | +0.7% | 0.14% | -2.9% |
| Q2 2021 | $260,000 | +3.6% | 3,444 | +0.1% | 0.14% | -2.8% |
| Q1 2021 | $251,000 | -87.1% | 3,440 | -87.1% | 0.14% | -88.6% |
| Q4 2020 | $1,951,000 | +11.7% | 26,581 | +3.6% | 1.27% | -16.5% |
| Q3 2020 | $1,747,000 | +7.2% | 25,649 | +3.9% | 1.52% | -14.4% |
| Q2 2020 | $1,630,000 | +6.2% | 24,683 | -0.2% | 1.77% | -9.2% |
| Q1 2020 | $1,535,000 | -14.5% | 24,740 | +2.7% | 1.95% | +27.0% |
| Q4 2019 | $1,796,000 | – | 24,100 | – | 1.54% | – |
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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% |