ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,032,709 | -4.0% | 15,834 | -0.6% | 0.23% | -3.3% |
| Q2 2023 | $1,075,696 | -5.7% | 15,936 | -5.5% | 0.24% | -10.5% |
| Q1 2023 | $1,140,913 | +5.9% | 16,865 | -0.4% | 0.27% | -0.4% |
| Q4 2022 | $1,076,999 | +2098.0% | 16,938 | +1862.7% | 0.27% | +1686.7% |
| Q3 2022 | $49,000 | -10.9% | 863 | 0.0% | 0.02% | -11.8% |
| Q2 2022 | $55,000 | -80.6% | 863 | -76.6% | 0.02% | -78.2% |
| Q4 2021 | $283,000 | +25.2% | 3,683 | +22.6% | 0.08% | +16.4% |
| Q3 2021 | $226,000 | – | 3,003 | – | 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% |