ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $280,426 | +7.9% | 4,410 | -3.4% | 0.01% | -13.3% |
| Q3 2022 | $260,000 | -13.3% | 4,565 | -3.2% | 0.02% | -44.4% |
| Q2 2022 | $300,000 | -74.1% | 4,718 | -70.6% | 0.03% | -58.5% |
| Q1 2022 | $1,157,000 | -68.0% | 16,039 | -65.9% | 0.06% | -78.8% |
| Q4 2021 | $3,614,000 | +8.5% | 47,072 | +3.2% | 0.31% | +15.0% |
| Q1 2021 | $3,330,000 | -4.7% | 45,620 | -4.2% | 0.27% | -17.6% |
| Q4 2020 | $3,494,000 | – | 47,597 | – | 0.32% | – |
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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% |