ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,567 | -3.4% | 530 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $35,775 | -0.2% | 530 | 0.0% | 0.02% | -5.9% |
| Q1 2023 | $35,855 | -55.8% | 530 | -58.5% | 0.02% | -56.4% |
| Q4 2022 | $81,198 | -29.4% | 1,277 | -36.7% | 0.04% | -36.1% |
| Q3 2022 | $115,000 | -34.3% | 2,017 | -26.8% | 0.06% | -31.5% |
| Q2 2022 | $175,000 | -75.0% | 2,757 | -71.4% | 0.09% | -72.3% |
| Q1 2022 | $699,000 | -67.8% | 9,644 | -65.9% | 0.32% | -68.3% |
| Q4 2021 | $2,172,000 | +1.3% | 28,290 | -0.7% | 1.01% | -9.8% |
| Q3 2021 | $2,145,000 | -9.5% | 28,476 | -9.1% | 1.12% | -9.9% |
| Q2 2021 | $2,369,000 | -11.2% | 31,329 | -14.2% | 1.25% | -20.3% |
| Q1 2021 | $2,667,000 | -80.1% | 36,501 | -80.0% | 1.56% | -80.3% |
| Q4 2020 | $13,380,000 | +7.2% | 182,215 | -0.5% | 7.94% | -10.0% |
| Q3 2020 | $12,482,000 | +4.0% | 183,170 | +0.8% | 8.83% | -1.1% |
| Q2 2020 | $12,002,000 | +0.8% | 181,674 | -5.2% | 8.93% | -18.1% |
| Q1 2020 | $11,902,000 | -19.3% | 191,713 | -3.1% | 10.91% | -14.0% |
| Q4 2019 | $14,749,000 | – | 197,893 | – | 12.68% | – |
Download | ||||||
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% |