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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $23 | +4.5% | 339 | +2.1% | 0.01% | +12.5% |
Q1 2023 | $22 | -65.6% | 332 | -66.8% | 0.01% | -68.0% |
Q4 2022 | $64 | -99.9% | 999 | -16.6% | 0.02% | -21.9% |
Q3 2022 | $68,000 | -10.5% | 1,198 | 0.0% | 0.03% | -3.0% |
Q2 2022 | $76,000 | -21.6% | 1,198 | -10.6% | 0.03% | -5.7% |
Q1 2022 | $97,000 | -5.8% | 1,340 | 0.0% | 0.04% | -2.8% |
Q4 2021 | $103,000 | +3.0% | 1,340 | +0.6% | 0.04% | -7.7% |
Q3 2021 | $100,000 | -1.0% | 1,332 | 0.0% | 0.04% | -4.9% |
Q2 2021 | $101,000 | +274.1% | 1,332 | +263.9% | 0.04% | +192.9% |
Q1 2021 | $27,000 | 0.0% | 366 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $27,000 | +8.0% | 366 | 0.0% | 0.01% | -6.7% |
Q3 2020 | $25,000 | +4.2% | 366 | 0.0% | 0.02% | -6.2% |
Q2 2020 | $24,000 | +4.3% | 366 | 0.0% | 0.02% | -23.8% |
Q1 2020 | $23,000 | -14.8% | 366 | 0.0% | 0.02% | +5.0% |
Q4 2019 | $27,000 | 0.0% | 366 | 0.0% | 0.02% | -4.8% |
Q3 2019 | $27,000 | 0.0% | 366 | 0.0% | 0.02% | -4.5% |
Q2 2019 | $27,000 | +3.8% | 366 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $26,000 | – | 366 | – | 0.02% | – |
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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% |