ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $765,000 | -11.0% | 13,425 | -1.1% | 0.11% | -14.6% |
| Q2 2022 | $860,000 | -12.9% | 13,580 | -0.7% | 0.13% | -9.1% |
| Q1 2022 | $987,000 | -8.5% | 13,680 | -2.7% | 0.14% | -0.7% |
| Q4 2021 | $1,079,000 | +1.7% | 14,057 | -0.1% | 0.14% | -1.4% |
| Q3 2021 | $1,061,000 | -51.4% | 14,078 | -51.3% | 0.15% | -54.4% |
| Q2 2021 | $2,185,000 | +2.6% | 28,930 | -0.9% | 0.32% | +3.6% |
| Q1 2021 | $2,130,000 | -1.0% | 29,180 | -0.4% | 0.31% | -8.3% |
| Q4 2020 | $2,151,000 | – | 29,299 | – | 0.34% | – |
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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% |