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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,964,724 | +75275.0% | 60,790 | -22.0% | 3.10% | -19.7% |
| Q2 2023 | $5,260 | -6.8% | 77,920 | -6.6% | 3.86% | -9.1% |
| Q1 2023 | $5,643 | +3.4% | 83,420 | -2.8% | 4.25% | +3.8% |
| Q4 2022 | $5,457 | -99.9% | 85,820 | -9.5% | 4.09% | -2.4% |
| Q3 2022 | $5,407,000 | -5.2% | 94,845 | +5.3% | 4.19% | +6.3% |
| Q2 2022 | $5,703,000 | -14.3% | 90,085 | -2.3% | 3.94% | +2.4% |
| Q1 2022 | $6,655,000 | -6.3% | 92,250 | -0.3% | 3.85% | -4.9% |
| Q4 2021 | $7,102,000 | +2.7% | 92,515 | +0.8% | 4.04% | -4.4% |
| Q3 2021 | $6,914,000 | -5.7% | 91,765 | -5.4% | 4.23% | -4.1% |
| Q2 2021 | $7,330,000 | +3.4% | 97,030 | -0.0% | 4.41% | -4.0% |
| Q1 2021 | $7,086,000 | -12.9% | 97,075 | -12.4% | 4.60% | -14.2% |
| Q4 2020 | $8,135,000 | – | 110,815 | – | 5.36% | – |
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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% |