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 | $113,091 | +0.6% | 1,734 | +4.1% | 0.04% | 0.0% |
| Q2 2023 | $112,388 | -0.2% | 1,665 | 0.0% | 0.04% | -4.8% |
| Q1 2023 | $112,637 | +11.5% | 1,665 | +4.8% | 0.04% | +7.7% |
| Q4 2022 | $101,037 | -99.9% | 1,589 | 0.0% | 0.04% | +2.6% |
| Q3 2022 | $90,589,000 | -10.0% | 1,589 | 0.0% | 0.04% | -7.3% |
| Q2 2022 | $100,600,000 | -11.6% | 1,589 | 0.0% | 0.04% | +2.5% |
| Q1 2022 | $113,836,000 | -6.7% | 1,589 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $121,988,000 | +1.9% | 1,589 | 0.0% | 0.04% | -8.9% |
| Q3 2021 | $119,715,000 | -0.3% | 1,589 | 0.0% | 0.04% | -4.3% |
| Q2 2021 | $120,033,000 | +3.5% | 1,589 | 0.0% | 0.05% | -2.1% |
| Q1 2021 | $115,981,000 | -0.6% | 1,589 | 0.0% | 0.05% | -12.7% |
| Q4 2020 | $116,648,000 | -9.1% | 1,589 | -15.7% | 0.06% | -17.9% |
| Q3 2020 | $128,357,000 | +3.1% | 1,884 | 0.0% | 0.07% | -4.3% |
| Q2 2020 | $124,457,000 | +106273.5% | 1,884 | 0.0% | 0.07% | -11.4% |
| Q1 2020 | $117,000 | -16.4% | 1,884 | 0.0% | 0.08% | +6.8% |
| Q4 2019 | $140,000 | -0.7% | 1,884 | -1.9% | 0.07% | -12.9% |
| Q3 2019 | $141,000 | +1.4% | 1,920 | 0.0% | 0.08% | -4.5% |
| Q2 2019 | $139,000 | +0.7% | 1,920 | 0.0% | 0.09% | -4.3% |
| Q1 2019 | $138,000 | +7.8% | 1,920 | 0.0% | 0.09% | -17.0% |
| Q4 2018 | $128,000 | – | 1,920 | – | 0.11% | – |
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% |