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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,056,410 | -7.5% | 16,399 | -3.1% | 0.47% | -3.9% |
| Q2 2023 | $1,141,930 | +0.8% | 16,917 | +1.0% | 0.49% | -14.5% |
| Q1 2023 | $1,133,425 | +6.3% | 16,754 | -0.1% | 0.57% | -4.3% |
| Q4 2022 | $1,066,225 | +10.6% | 16,769 | -0.8% | 0.60% | -8.0% |
| Q3 2022 | $964,000 | -22.7% | 16,906 | -14.2% | 0.65% | -8.3% |
| Q2 2022 | $1,247,000 | -18.3% | 19,699 | -6.9% | 0.71% | -3.4% |
| Q1 2022 | $1,527,000 | -26.6% | 21,166 | -21.9% | 0.74% | -21.1% |
| Q4 2021 | $2,081,000 | -18.3% | 27,106 | -18.3% | 0.93% | -22.8% |
| Q3 2021 | $2,547,000 | -15.3% | 33,197 | -16.6% | 1.21% | -23.7% |
| Q2 2021 | $3,006,000 | -19.1% | 39,797 | -21.8% | 1.58% | -26.8% |
| Q1 2021 | $3,714,000 | -19.2% | 50,886 | -18.8% | 2.16% | -20.4% |
| Q4 2020 | $4,595,000 | -27.8% | 62,639 | -31.5% | 2.71% | -31.9% |
| Q3 2020 | $6,363,000 | +5.0% | 91,457 | +2.3% | 3.98% | -4.0% |
| Q2 2020 | $6,060,000 | +36.6% | 89,403 | +25.1% | 4.15% | -3.7% |
| Q1 2020 | $4,436,000 | -17.8% | 71,489 | -1.3% | 4.31% | -10.0% |
| Q4 2019 | $5,397,000 | – | 72,401 | – | 4.79% | – |
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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% |