ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $2,203,000 | -87.4% | 29,162 | -87.9% | 0.93% | -88.0% |
| Q1 2021 | $17,531,000 | -27.7% | 240,159 | -27.3% | 7.72% | -36.0% |
| Q4 2020 | $24,263,000 | +16.7% | 330,515 | +8.3% | 12.07% | +2.1% |
| Q3 2020 | $20,785,000 | +10.2% | 305,073 | +6.9% | 11.82% | -4.3% |
| Q2 2020 | $18,859,000 | +13.0% | 285,487 | +5.5% | 12.35% | +4.4% |
| Q1 2020 | $16,693,000 | -5.1% | 270,558 | +14.6% | 11.83% | +15.2% |
| Q4 2019 | $17,594,000 | – | 236,028 | – | 10.27% | – |
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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% |