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 | $3,160 | -3.4% | 48 | 0.0% | 0.00% | +50.0% |
| Q2 2023 | $3,270 | -74.5% | 48 | -74.7% | 0.00% | -80.0% |
| Q1 2023 | $12,837 | +6.4% | 190 | 0.0% | 0.01% | +11.1% |
| Q4 2022 | $12,065 | +20.6% | 190 | +13.1% | 0.01% | 0.0% |
| Q3 2022 | $10,000 | +11.1% | 168 | +25.4% | 0.01% | +28.6% |
| Q2 2022 | $9,000 | +12.5% | 134 | +20.7% | 0.01% | +40.0% |
| Q1 2022 | $8,000 | -11.1% | 111 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $9,000 | +28.6% | 111 | +19.4% | 0.01% | +20.0% |
| Q3 2021 | $7,000 | +40.0% | 93 | +34.8% | 0.01% | +25.0% |
| Q2 2021 | $5,000 | – | 69 | – | 0.00% | – |
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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% |