ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $351,275 | -38.9% | 5,386 | -36.8% | 0.23% | -36.7% |
Q2 2023 | $574,898 | -10.7% | 8,517 | -10.5% | 0.36% | -13.1% |
Q1 2023 | $643,825 | -4.8% | 9,517 | -10.5% | 0.41% | -14.7% |
Q4 2022 | $676,099 | -15.7% | 10,633 | -24.4% | 0.48% | -27.3% |
Q3 2022 | $802,000 | -12.1% | 14,066 | -2.4% | 0.66% | -16.8% |
Q2 2022 | $912,000 | -14.5% | 14,411 | -2.6% | 0.80% | -6.6% |
Q1 2022 | $1,067,000 | +3.5% | 14,791 | +10.2% | 0.85% | +10.3% |
Q4 2021 | $1,031,000 | -6.5% | 13,428 | -8.3% | 0.77% | -15.6% |
Q3 2021 | $1,103,000 | -13.8% | 14,638 | -13.6% | 0.92% | -13.3% |
Q2 2021 | $1,280,000 | -6.4% | 16,940 | -9.6% | 1.06% | -16.5% |
Q1 2021 | $1,367,000 | -1.1% | 18,731 | -0.5% | 1.26% | -19.9% |
Q4 2020 | $1,382,000 | – | 18,828 | – | 1.58% | – |
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% |