ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $6,173,000 | +5.3% | 80,407 | +3.3% | 2.52% | -1.8% |
Q3 2021 | $5,863,000 | +2.6% | 77,822 | +2.9% | 2.57% | +1.3% |
Q2 2021 | $5,712,000 | +18.4% | 75,620 | +14.4% | 2.54% | +15.9% |
Q1 2021 | $4,826,000 | +9.9% | 66,121 | +10.5% | 2.19% | +10.9% |
Q4 2020 | $4,393,000 | +12.6% | 59,847 | +4.5% | 1.97% | +3.0% |
Q3 2020 | $3,902,000 | +5.0% | 57,279 | +1.8% | 1.92% | -1.5% |
Q2 2020 | $3,716,000 | +17.3% | 56,257 | +10.2% | 1.95% | -5.7% |
Q1 2020 | $3,169,000 | -17.2% | 51,069 | -0.6% | 2.06% | +4.6% |
Q4 2019 | $3,829,000 | – | 51,367 | – | 1.97% | – |
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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% |