ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,606 | -3.5% | 5,958 | -0.1% | 0.25% | -6.4% |
| Q2 2023 | $402,529 | -0.5% | 5,963 | -0.3% | 0.26% | +3.5% |
| Q1 2023 | $404,547 | +6.4% | 5,980 | 0.0% | 0.26% | -2.7% |
| Q4 2022 | $380,238 | +11.8% | 5,980 | +0.3% | 0.26% | +2.7% |
| Q3 2022 | $340,000 | -10.1% | 5,965 | 0.0% | 0.26% | -6.6% |
| Q2 2022 | $378,000 | -12.1% | 5,965 | 0.0% | 0.27% | -6.2% |
| Q1 2022 | $430,000 | -6.1% | 5,965 | 0.0% | 0.29% | -1.4% |
| Q4 2021 | $458,000 | – | 5,965 | – | 0.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miracle Mile Advisors, LLC | 397,705 | $25,966,000 | 17.48% |
| Merriman Wealth Management, LLC | 94,151 | $6,354,000 | 12.66% |
| Cordasco Financial Network | 209,100 | $13,652,000 | 10.72% |
| LVZ, Inc. | 262,664 | $17,743,000 | 9.86% |
| Roof Eidam Maycock Peralta, LLC | 134,973 | $8,812,000 | 7.27% |
| Estate Counselors, LLC | 275,210 | $17,968,000 | 6.24% |
| STRINGER ASSET MANAGEMENT, LLC | 65,613 | $4,284,000 | 4.48% |
| NOTTINGHAM ADVISORS, INC. | 307,851 | $20,100,000 | 3.31% |
| FOSTER & MOTLEY INC | 226,504 | $14,788,000 | 3.25% |
| MV CAPITAL MANAGEMENT, INC. | 107,312 | $7,006,000 | 2.84% |