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 | $175,768 | -17.5% | 2,695 | -14.7% | 0.15% | -13.5% |
| Q2 2023 | $213,165 | -0.2% | 3,158 | 0.0% | 0.17% | -3.9% |
| Q1 2023 | $213,639 | +6.4% | 3,158 | 0.0% | 0.18% | +3.5% |
| Q4 2022 | $200,801 | +4.6% | 3,158 | -6.4% | 0.17% | -1.7% |
| Q3 2022 | $192,000 | -13.5% | 3,374 | -4.0% | 0.18% | -8.4% |
| Q2 2022 | $222,000 | -32.5% | 3,513 | -22.6% | 0.19% | -28.7% |
| Q1 2022 | $329,000 | -9.9% | 4,540 | -4.7% | 0.27% | -9.5% |
| Q4 2021 | $365,000 | – | 4,764 | – | 0.30% | – |
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% |