ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $352,454 | -5.2% | 5,438 | +1.0% | 0.02% | -5.3% |
Q1 2023 | $371,917 | -17.9% | 5,384 | -24.4% | 0.02% | -9.5% |
Q4 2022 | $452,827 | +11.3% | 7,122 | -0.3% | 0.02% | -12.5% |
Q3 2022 | $407,000 | -13.2% | 7,144 | -3.5% | 0.02% | -11.1% |
Q2 2022 | $469,000 | -13.0% | 7,405 | -0.8% | 0.03% | +35.0% |
Q1 2022 | $539,000 | -3.9% | 7,465 | +2.1% | 0.02% | -4.8% |
Q4 2021 | $561,000 | – | 7,308 | – | 0.02% | – |
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% |