ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $261,467 | -6.9% | 4,009 | -3.6% | 0.11% | -4.3% |
Q2 2023 | $280,800 | +0.3% | 4,160 | +0.5% | 0.12% | -7.9% |
Q1 2023 | $279,936 | +9.8% | 4,138 | +3.2% | 0.13% | -1.6% |
Q4 2022 | $254,912 | +11.8% | 4,009 | +0.3% | 0.13% | +1.6% |
Q3 2022 | $228,000 | -9.5% | 3,997 | +0.6% | 0.13% | -17.6% |
Q2 2022 | $252,000 | -34.7% | 3,974 | -25.7% | 0.15% | -31.4% |
Q1 2022 | $386,000 | -15.9% | 5,351 | -10.6% | 0.22% | -19.5% |
Q4 2021 | $459,000 | +22.4% | 5,985 | +20.4% | 0.28% | +7.8% |
Q3 2021 | $375,000 | -17.8% | 4,972 | -17.5% | 0.26% | -18.2% |
Q2 2021 | $456,000 | -24.5% | 6,030 | -27.1% | 0.31% | -40.8% |
Q1 2021 | $604,000 | +11.0% | 8,276 | +11.8% | 0.53% | +5.6% |
Q4 2020 | $544,000 | – | 7,402 | – | 0.50% | – |
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% |