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 | $83,794 | -19.5% | 1,285 | -16.7% | 0.06% | -17.1% |
| Q2 2023 | $104,071 | -79.6% | 1,542 | -79.6% | 0.08% | -81.6% |
| Q1 2023 | $510,767 | -51.0% | 7,550 | -53.9% | 0.41% | -58.2% |
| Q4 2022 | $1,041,514 | -26.2% | 16,380 | -33.9% | 0.99% | -33.3% |
| Q3 2022 | $1,412,000 | -17.2% | 24,774 | -8.1% | 1.48% | -8.7% |
| Q2 2022 | $1,706,000 | -14.7% | 26,953 | -2.8% | 1.62% | -1.2% |
| Q1 2022 | $2,001,000 | -13.4% | 27,740 | -7.9% | 1.64% | -4.2% |
| Q4 2021 | $2,311,000 | – | 30,107 | – | 1.71% | – |
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% |