ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,703 | -17.2% | 4,381 | -14.2% | 0.01% | -15.4% |
| Q2 2023 | $344,884 | -0.5% | 5,109 | -0.3% | 0.01% | 0.0% |
| Q1 2023 | $346,504 | +103026.2% | 5,122 | -3.0% | 0.01% | -31.6% |
| Q4 2022 | $336 | -99.9% | 5,281 | -3.7% | 0.02% | 0.0% |
| Q3 2022 | $313,000 | -80.7% | 5,482 | -78.5% | 0.02% | -71.6% |
| Q2 2022 | $1,618,000 | -29.3% | 25,550 | -19.5% | 0.07% | +9.8% |
| Q1 2022 | $2,290,000 | -3.5% | 31,745 | +2.7% | 0.06% | +15.1% |
| Q4 2021 | $2,373,000 | +9.3% | 30,907 | +7.2% | 0.05% | -8.6% |
| Q3 2021 | $2,171,000 | -16.4% | 28,819 | -21.6% | 0.06% | -17.1% |
| Q2 2021 | $2,597,000 | -7.1% | 36,762 | -2.7% | 0.07% | -5.4% |
| Q1 2021 | $2,796,000 | – | 37,768 | – | 0.07% | – |
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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% |