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 | $17 | -5.6% | 268 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $18 | 0.0% | 268 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $18 | +5.9% | 268 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $17 | -99.9% | 268 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $15,000 | -40.0% | 268 | -33.8% | 0.01% | -36.4% |
Q2 2022 | $25,000 | -19.4% | 405 | -5.8% | 0.01% | -15.4% |
Q1 2022 | $31,000 | -6.1% | 430 | 0.0% | 0.01% | -7.1% |
Q4 2021 | $33,000 | +10.0% | 430 | +6.2% | 0.01% | 0.0% |
Q3 2021 | $30,000 | 0.0% | 405 | 0.0% | 0.01% | +7.7% |
Q2 2021 | $30,000 | +3.4% | 405 | 0.0% | 0.01% | -7.1% |
Q1 2021 | $29,000 | – | 405 | – | 0.01% | – |
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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% |