ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 469 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,545 | -3.4% | 269 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $18,158 | -50.2% | 269 | -50.1% | 0.01% | -53.3% |
| Q1 2023 | $36,464 | +6.4% | 539 | 0.0% | 0.03% | +3.4% |
| Q4 2022 | $34,272 | +10.6% | 539 | 0.0% | 0.03% | +16.0% |
| Q3 2022 | $31,000 | -8.8% | 539 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $34,000 | -12.8% | 539 | 0.0% | 0.02% | -3.8% |
| Q1 2022 | $39,000 | -4.9% | 539 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $41,000 | 0.0% | 539 | 0.0% | 0.03% | -10.3% |
| Q3 2021 | $41,000 | -12.8% | 539 | -12.9% | 0.03% | -14.7% |
| Q2 2021 | $47,000 | +4.4% | 619 | 0.0% | 0.03% | -2.9% |
| Q1 2021 | $45,000 | 0.0% | 619 | 0.0% | 0.04% | -7.9% |
| Q4 2020 | $45,000 | – | 619 | – | 0.04% | – |
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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% |